WATERSTREET ASSET MANAGEMENT LLC

Overview

Waterstreet Asset Management LLC is a small, individually owned limited liability company that lists portfolio management for individuals and small businesses as its primary advisory activity. The firm does not position itself as a multi-state adviser, pension consultant, capital allocator or related adviser, and it does not identify as an active ESG investor. Its fee model is categorized as "other," which suggests a non‑standard fee arrangement (for example, hourly, retainer, or project-based) rather than a simple AUM percentage or commission schedule. The firm’s public footprint is minimal: it is not newly formed but also does not present the typical indicators of a multi-state RIA or institutional allocator. Investment activity appears focused on straightforward retail investment vehicles rather than broad institutional mandates. The combination of an individual owner structure, an advisory emphasis on individuals and small businesses, and the absence of recorded allocations to external alternative managers points to a boutique practice that likely emphasizes traditional, easily administered portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices