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THE WATERMILL GROUP

WATERMILL MANAGEMENT COMPANY, LLC

CRD 163370 · SEC 801-126185

Visit website

321 NEWBURY ST, SECOND FLOOR, BOSTON, MA, 02115, United States

Phone

781-891-6660

Fax

781-891-9712

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$178.1M

Discretionary AUM

$178.1M

Team

13 total employees; 9 advisory reps

Clients

—

Fees

Fixed fees; Performance-based fees; MONITORING FEES

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles18$178.1M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD