WATERMILL MANAGEMENT COMPANY, LLC
Legal name: THE WATERMILL GROUP
CRD #163370 SEC #801-126185 BOSTON, MA 781-891-6660
SEC Registered Private Funds
Total AUM
$162.9M
Discretionary
$162.9M
Employees
13
Clients
--
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $162.9M | $162.9M | $0 | 13 | 0 |
| Mar 2025 | $145.1M | $145.1M | $0 | 14 | 0 |
| May 2024 | $212.9M | $212.9M | $0 | 16 | 0 |
| Mar 2024 | $209.4M | $209.4M | $0 | 16 | 0 |
| Sep 2023 | $245.9M | $245.9M | $0 | 15 | 0 |
| Mar 2023 | $265.8M | $265.8M | $0 | 15 | 0 |
| Jan 2023 | $239.1M | $239.1M | $0 | 16 | 0 |
| Jul 2022 | $239.1M | $239.1M | $0 | 16 | 0 |
| Jun 2022 | $239.1M | $239.1M | $0 | 16 | 0 |
DateOct 2025
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees14
Clients0
DateMay 2024
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$245.9M
Discretionary$245.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees15
Clients0
DateJan 2023
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees16
Clients0
DateJul 2022
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees16
Clients0
DateJun 2022
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees16
Clients0