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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 0
- LEI
- 549300KGB2WSPSFWCV05
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUOMO, THOMAS, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LASKY, JESSE, EVAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Lasky, Jesse, Evan | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | NA | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | NA | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | NA | Control |
| TACHYON GP, LLC | DE | GENERAL PARTNER | NA | Control |
| TACHYON GP, LLC | DE | GENERAL PARTNER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLF, TERENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | C | Control |
| OKUN, ANDREW, MARC | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| OKUN, ANDREW, MARC | I | PRESIDENT | C | Control |
| WALKER, DOUGIN | I | MANAGING MEMBER | C | Control |
| WALKER, DOUGIN | I | MANAGING MEMBER | C | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER | C | Control |
| JOHN NIFORATOS 2025 GRAT | DE | NON-VOTING SHAREHOLDER | B | |
| JOHN NIFORATOS 2025 GRAT | DE | NON-VOTING SHAREHOLDER | B | |
| MODZELEWSKI, STEPHEN | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| MODZELEWSKI, STEPHEN, WALTER | I | NON-MANAGING MEMBER | B | |
| NICOLLS, WILLIAM | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NICOLLS, WILLIAM, GORMLEY | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| NIFORATOS, JOHN | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| ROWNTREE, DAVID, CEDRIC | I | VICE PRESIDENT | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| WALKER, DOUGIN, ALGASE | I | MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER | B | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT | B | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT | B | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT | B | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | B | Control |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| DOUGIN WALKER FAMILY TRUST | DE | NON-VOTING SHAREHOLDER | A | |
| NIFORATOS, JOHN | I | VICE PRESIDENT & TRUSTEE OF JOHN NIFORATOS 2025 GRAT | A | Control |
| NIFORATOS, JOHN | I | VICE PRESIDENT & TRUSTEE OF JOHN NIFORATOS 2025 GRAT | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| ROWNTREE, DAVID, CEDRIC | I | MANAGING MEMBER | A | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | A | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | A | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | A | Control |
| WALKER, DOUGIN, ALGASE | I | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | A | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (1)
NJ
Address
47 HULFISH STREETSUITE 201
PRINCETON, NJ 08542
United States
Phone: (609) 683-8200