WATERMARK GROUP, INC.
CRD #108272 SEC #801-37258 PRINCETON, NJ (609) 683-8200
SEC Registered Private Funds
Total AUM
$4.1B
Discretionary
$4.1B
Employees
21
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $4.1B | $4.1B | $0 | 21 | 0 |
| Mar 2025 | $4.1B | $4.1B | $0 | 21 | 0 |
| Jun 2024 | $2.6B | $2.6B | $0 | 21 | 0 |
| Mar 2024 | $2.8B | $2.8B | $0 | 21 | 0 |
| May 2023 | $2.6B | $2.6B | $0 | 20 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 20 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 17 | 0 |
| Jan 2022 | $2.3B | $2.3B | $0 | 18 | 0 |
| Mar 2021 | $2.3B | $2.3B | $0 | 5 | 0 |
| Jan 2021 | $2.5B | $2.5B | $0 | 5 | 0 |
| Mar 2020 | $2.5B | $2.5B | $0 | 5 | 0 |
| Jan 2020 | $1.9B | $1.9B | $0 | 5 | 0 |
| Mar 2019 | $1.9B | $1.9B | $0 | 5 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 5 | 0 |
| Jun 2017 | $1.3B | $1.3B | $0 | 5 | 1 |
| Mar 2017 | $1.3B | $1.3B | $0 | 5 | 1 |
| May 2016 | $1.1B | $1.1B | $0 | 5 | 1 |
| Mar 2016 | $1.1B | $1.1B | $0 | 5 | 1 |
| Mar 2015 | $1.1B | $1.1B | $0 | 5 | 1 |
| Mar 2014 | $1B | $1B | $0 | 4 | 1 |
| Apr 2013 | $1.1B | $1.1B | $0 | 4 | 1 |
| Mar 2013 | $1.1B | $1.1B | $0 | 4 | 1 |
| Mar 2012 | $783.9M | $783.9M | $0 | 1 | 1 |
| Mar 2011 | $706.6M | $706.6M | $0 | 5 | -- |
| Mar 2009 | $884.3M | $884.3M | $0 | 5 | -- |
| Jan 2008 | $802.5M | $802.5M | $0 | 5 | -- |
| Mar 2007 | $802.5M | $802.5M | $0 | 5 | -- |
| May 2004 | $683.5M | $683.5M | $0 | 5 | -- |
| Mar 2004 | $683.5M | $683.5M | $0 | 5 | -- |
| Apr 2002 | $623.1M | $623.1M | $0 | -- | -- |
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees21
Clients0
DateMay 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateJan 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients1
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients1
DateMay 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees4
Clients1
DateApr 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$783.9M
Discretionary$783.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$706.6M
Discretionary$706.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$884.3M
Discretionary$884.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$802.5M
Discretionary$802.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$802.5M
Discretionary$802.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees--
Clients--