WATERFIELD ASSET MANAGEMENT, LLC
CRD #156395 SEC #801-72228 NEW YORK, NY 212-786-1784
SEC Registered
Total AUM
$2.4B
Discretionary
$132.3M
Employees
1
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $2.4B | $132.3M | $2.3B | 1 | 1 |
| Mar 2012 | $2.4B | $132.3M | $2.3B | 1 | 1 |
| Jul 2011 | $1.9B | $133.6M | $1.8B | 5 | -- |
| Jul 2011 | $203.7M | $133.6M | $70.1M | 5 | -- |
DateApr 2012
Total AUM$2.4B
Discretionary$132.3M
Non-Disc.$2.3B
Employees1
Clients1
DateMar 2012
Total AUM$2.4B
Discretionary$132.3M
Non-Disc.$2.3B
Employees1
Clients1
DateJul 2011
Total AUM$1.9B
Discretionary$133.6M
Non-Disc.$1.8B
Employees5
Clients--
DateJul 2011
Total AUM$203.7M
Discretionary$133.6M
Non-Disc.$70.1M
Employees5
Clients--