Waterequity Llc
- Regulatory AUM
- $450M
- Discretionary
- $450M
- Clients
- 6
- Avg AUM / client
- $75.0M
- Accounts
- 6
- Employees
- 44
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $450M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $322M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Access Fund Lp master | Private Equity Fund | Delaware | $150M | 59 |
| Global Access Fund Iv Lp | Private Equity Fund | Delaware | $118M | 29 |
| Watercredit Investment Fund 3 Lp | Private Equity Fund | Delaware | $54.9M | 21 |
| Water & Climate Resilience Fund Lp | Private Equity Fund | Delaware | $0 | 5 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| White, Gary, John | Manager And Chief Executive Officer | Jan 2014 (13y) | Less than 5% | |
| Colyer, Catherine, Elizabeth | Manager And Chief Operating Officer | Jun 2019 (7y) | Less than 5% | |
| Moyer, John, Edward | Manager | Jun 2019 (7y) | Less than 5% | |
| O'connell, Paul, G.J. | Manager And President | Sep 2019 (7y) | Less than 5% | |
| Emanuel, Elan, David | Manager And Chief Investor Relations Officer | Sep 2021 (5y) | Less than 5% | |
| Milligan, Marie, Margaret | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Hormes, Marlene, Nadina | Manager And Chief Investment Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Waterequity, Inc. | Sole Member | Jun 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $322M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Access Fund Lp | Private Equity Fund | $150M | $1.0M | 59 |
| Global Access Fund Iv Lp | Private Equity Fund | $118M | $1.0M | 29 |
| Watercredit Investment Fund 3 Lp | Private Equity Fund | $54.9M | $500K | 21 |
| Water & Climate Resilience Fund Lp | Private Equity Fund | $0 | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 2.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION AND MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗