WATERMARK PARTNERS LLC
CRD #109324 SEC #801-56019 SAUSLITO, CA 415-289-0745
SEC Registered
Total AUM
$15.8M
Discretionary
$15.8M
Employees
5
Clients
10
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2008 | $11.1M | $11.1M | $0 | 5 | -- |
| Mar 2006 | $16.4M | $16.4M | $0 | 5 | -- |
| Nov 2005 | $15.8M | $15.8M | $0 | 5 | -- |
| Aug 2001 | $26M | $26M | $0 | 5 | -- |
DateFeb 2008
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$16.4M
Discretionary$16.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$15.8M
Discretionary$15.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--