Waterway Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
128212
Registered since
January 21, 2004

Firm profile

FINTRX

Overview

Waterway Capital LLC is organized as a limited liability company and is classified in the source data as an investment bank. The ownership is listed as a combination of a domestic entity and an individual. Publicly available fields for its business and advisory activities are blank, so the firm's client-facing services, fee model, and specific lines of investment advisory work are not disclosed in the source material. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also noted as not operating as a multi‑state adviser, not serving as a pension consultant, and not recorded as a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
699 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth