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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHOUKAS, MICHAEL | I | PARTNER | NA | |
| CHOUKAS, MICHAEL | I | PARTNER | NA | |
| EBURNE, TIMOTHY | I | PARTNER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | PARTNER | NA | Control |
| EBURNE, TIMOTHY | I | PARTNER | NA | Control |
| EBURNE, TIMOTHY | I | PARTNER | NA | Control |
| EBURNE, TIMOTHY | I | PARTNER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EBURNE, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FULLER, MICHAEL, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FULLER, MICHAEL, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FULLER, MICHAEL, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAYMON, MONTE | I | PARTNER | NA | |
| HAYMON, MONTE | I | PARTNER | NA | |
| HAYMON, MONTE | I | PARTNER | NA | |
| HAYMON, MONTE | I | PARTNER | NA | |
| HAYMON, MONTE | I | PARTNER | NA | |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| OKONOW, DALE | I | PARTNER | NA | Control |
| OKONOW, DALE | I | PARTNER | NA | Control |
| OKONOW, DALE | I | PARTNER | NA | Control |
| OKONOW, DALE | I | PARTNER | NA | Control |
| OKONOW, DALE | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN | I | PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| PROCTER, BENJAMIN, PICKMAN | I | CHIEF COMPLIANCE OFFICER, SENIOR PARTNER | NA | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING PARTNER, WATERMILL MANAGEMENT CO; MANAGING MEMBER OF ALL 5 SPECIAL PURPOSE VEHICLES (SEE SEC. 7A) | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING PARTNER, WATERMILL MANAGEMENT CO; MANAGING MEMBER OF ALL 5 SPECIAL PURPOSE VEHICLES (SEE SEC. 7A) | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING PARTNER, WATERMILL MANAGEMENT CO; MANAGING MEMBER OF ALL 5 SPECIAL PURPOSE ENTITIES (SEE SEC. 7A) | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING PARTNER, WATERMILL MANAGEMENT CO; MANAGING MEMBER OF ALL 5 SPECIAL PURPOSE ENTITIES (SEE SEC. 7A) | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING PARTNER, WATERMILL MANAGEMENT CO; MANAGING MEMBER OF ALL 5 SPECIAL PURPOSE VEHICLES (SEE SEC. 7A) | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | E | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| KAROL, JULIA | I | PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ACKERMAN, ROBERT | I | PARTNER, WATERMILL MANAGEMENT CO. | C | |
| ACKERMAN, ROBERT | I | PARTNER, WATERMILL MANAGEMENT CO. | C | |
| ACKERMAN, ROBERT | I | PARTNER, WATERMILL MANAGEMENT CO.; MEMBER AND 28% OWNER, WATERMILL-MCT ENTERPRISES, LLC | C | |
| ACKERMAN, ROBERT | I | PARTNER, WATERMILL MANAGEMENT CO.; MEMBER AND 28% OWNER, WATERMILL-MCT ENTERPRISES, LLC | C | |
| ACKERMAN, ROBERT | I | PARTNER, WATERMILL MANAGEMENT CO. | C | |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
| KAROL, STEVEN, EDWARD | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (1)
MA
Address
321 NEWBURY STSECOND FLOOR
BOSTON, MA 02115
United States
Phone: 781-891-6660