RIA Intelligence

WATERMARK INVESTMENT MANAGEMENT COMPANY, LLC

CRD #317176 SEC #802-122948 COLUMBUS, OH 615-517-8169
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHELAP, GREGORY, SCOTTIEXECUTIVE OFFICERC Control
CHELAP, GREGORY, SCOTTIEXECUTIVE OFFICERC Control
CHELAP, GREGORY, SCOTTIEXECUTIVE OFFICERC Control
CHELAP, GREGORY, SCOTTIEXECUTIVE OFFICERC Control
CHELAP, GREGORY, SCOTTIEXECUTIVE OFFICERC Control
HAVENS, JOHN, FRANKLINIEXECUTIVE OFFICERC Control
HAVENS, JOHN, FRANKLINIEXECUTIVE OFFICERC Control
HAVENS, JOHN, FRANKLINIEXECUTIVE OFFICERC Control
NICK, PHILIPP, DONLEYIEXECUTIVE OFFICERC Control
NICK, PHILIPP, DONLEYIEXECUTIVE OFFICERC Control
NICK, PHILIPP, DONLEYIEXECUTIVE OFFICERC Control
NICK, PHILIPP, DONLEYIEXECUTIVE OFFICERC Control
havens, john, franklinIEXECUTIVE OFFICERC Control
havens, john, franklinIEXECUTIVE OFFICERC Control
nick, phillipIEXECUTIVE OFFICERC Control

Registrations

Federal

ERA
Mar 12, 2025 REGISTERED

Address

1103 SCHROCK RD
SUITE 400
COLUMBUS, OH 43229
United States
Phone: 615-517-8169