WATERMARK INVESTMENT ADVISORS, LLC
Legal name: WATERMARK ALTERNATIVE INVESTMENT MANAGEMENT
CRD #152038 SEC #801-70763 NEW YORK, NY 212-257-6720
SEC Registered
Total AUM
$25M
Discretionary
$0
Employees
1
Clients
1
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 5, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LOPEZ, JUAN | I | MANAGING DIRECTOR | D | Control |
| LOPEZ, JUAN | I | MANAGING MEMBER | D | Control |
| LOPEZ, JUAN | I | MANAGING DIRECTOR | D | Control |
| VAN HORNE, OSEI, ANTHONY | I | CHIEF FINANCIAL OFFICER | D | Control |
| VAN HORNE, OSEI, ANTHONY | I | CHIEF FINANCIAL OFFICER, MANAGING MEMBER | D | Control |
| YOO, JOANNE, M | I | CHIEF COMPLIANCE OFFICER | D | Control |
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| YOO, JOANNE, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Apr 5, 2012 REGISTERED
Address
1350 AVE OF THE AMERICAS3 FLOOR
NEW YORK, NY 10019
United States
Phone: 212-257-6720