Watermark Investment Management
Private Equity Exempt reporting adviser
Legal name: Watermark Investment Management Company, LLC
Columbus, OH
AUM
$32.0M
Private fund assets
Private funds
1
Private Equity 1
Private fund assets
$32.0M
Gross asset value
Employees
—
Last Form D raise
Aug 2021
Most recent fund filing
From SEC Form ADV filing (filed Mar 9, 2026). View on SEC
People
Owners and executive officers named on the firm's SEC Form ADV.
No people listed on the filing.
Funds(1)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Watermark Investors Fund I, L.P. | Private Equity | $32.0M | $10.2M | 2 | Aug 2021 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 317176
- SEC file number
- 802-122948
Sources
- SEC Form ADV Oct 14, 2026