WATERLINE PARTNERS, LLC
CRD #132093 SEC #801-63302 LOS ANGELES, CA 310-256-2570
SEC Registered
Total AUM
$415.5M
Discretionary
$407M
Employees
5
Clients
25
Accounts
173
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2010 | $522.3M | $522.3M | $0 | 10 | -- |
| Mar 2009 | $443.2M | $428.3M | $14.9M | 10 | -- |
| Mar 2008 | $577.5M | $568.6M | $8.9M | 10 | -- |
| Mar 2007 | $415.5M | $407M | $8.5M | 5 | -- |
| Mar 2006 | $289.1M | $289.1M | $0 | 5 | -- |
| Feb 2005 | $160.3M | $160.3M | $0 | 5 | -- |
| Feb 2005 | $160.3M | $160.3M | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
DateJun 2010
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$443.2M
Discretionary$428.3M
Non-Disc.$14.9M
Employees10
Clients--
DateMar 2008
Total AUM$577.5M
Discretionary$568.6M
Non-Disc.$8.9M
Employees10
Clients--
DateMar 2007
Total AUM$415.5M
Discretionary$407M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2006
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--