Waterwheel Capital Management
Firm details
- Headquarters
- Athens,
- CRD number
- 289407
- Registered since
- September 13, 2017
- Website
- www.waterwheelcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Waterwheel Capital Management is an institutional registered investment adviser formed in 2017 that provides portfolio management for pooled investment vehicles. The firm operates as a limited partnership and serves an institutional client base, managing strategies that include internally advised pooled vehicles while also acting as sponsor, general partner, or managing member of those vehicles. Fee arrangements include both a percentage-of-assets component and performance-based fees. FINTRX data indicate the firm is not positioned as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2Michael Degregorio
Financial AdvisorCRD 5456114
John Wollen
PrincipalCRD 2783892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Athens, null
Location
Athens, null
Headquartered in Athens, null.
- Address
- Mitropoleos 3 St
- Office locations
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