Waterway Capital LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 128212
- Registered since
- January 21, 2004
- Website
- www.waterwaycapllc.com
Firm profile
FINTRXOverview
Waterway Capital LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (since 2004). Ownership is listed as a mix of a domestic entity and an individual. The snapshot data indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. The source record contains minimal operational detail: fields for client types, fee structure, business activities and specific advisory services were not populated in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ana Ward
Chief Compliance OfficerCRD 3274959
Contacts
3 of 10Thomas Hopkins
FinOpCRD 1835087
Thomas Sargent
PresidentCRD 1111329
Lawrence Petri
Managing DirectorCRD 1336915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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