RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COYLE, JEFFERY, LEEIMANAGING PARTNERE Control
COYLE, JEFFERY, LEEIMANAGING PARTNERE Control
COYLE, JEFFERY, LEEIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
COYLE, JEFFERY, LEEIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
COYLE, JEFFERY, LEEIMANAGING PARTNERD Control
COYLE, JEFFERY, LEEIMANAGING PARTNERD Control
COYLE, JEFFERY, LEEIMANAGING PARTNERD Control
COYLE, JEFFERY, LEEIMANAGING PARTNERC Control
COYLE, JEFFERY, LEEIMANAGING PARTNERC Control
BRIGHAM, ANDREW, CHARLESIPARTNERB Control
BRIGHAM, ANDREW, CHARLESIPARTNERB Control
BRIGHAM, ANDREW, CHARLESIPARTNERB Control
BRIGHAM, ANDREW, CHARLESIPARTNERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control
KOCH, SCOTT, PATRICKIPARTNER/CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 29, 2007 REGISTERED

Notice Filings (2)

CA TX

Address

6701 CENTER DRIVE WEST
SUITE 955
LOS ANGELES, CA 90045
USA
Phone: 310-256-2570