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Waterequity LLC

● SEC registered since 2021CRD 281955SEC# 801-121365Kansas City, MO
Export (members)
Ranks #4,043 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$450.2M
Fund GAV
$356.2M
Private funds
5
Employees
44
Accounts
6
Location
Kansas City, MO

Waterequity LLC assets under management

Waterequity LLC is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 2021. It reports $450.2 million in regulatory assets under management and employs 44 people. Waterequity LLC manages 5 private funds with combined gross assets of $356.2 million, including Global Access Fund IV LP. By regulatory assets, it ranks 4,043 of 6,004 private fund managers.

Waterequity LLC private funds

5 funds · $356.2M GAV
FundTypeGross assetsMin.
Global Access Fund IV LPPrivate Equity$154M$1M
Global Access Fund LPPrivate Equity$142M$1M
Watercredit Investment Fund 3 LPPrivate Equity$26.8M$500K
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Waterequity LLC owners & executives

6 reported
NameTitleOwnershipSince
Elan David Emanuel ControlManaging Director And Chief Investor Relations OfficerUnder 5%2021
Gary John White ControlManager And Co-Founder Of The Registrant And Chief Executive Officer Of The Sole MemberUnder 5%2014
Lauren Elizabeth Ferstandig Zacchi ControlManaging Director And Chief Strategy OfficerUnder 5%2025
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Frequently asked questions

How much does Waterequity LLC manage?

Waterequity LLC reports $450.2 million in regulatory assets under management on its Form ADV.

How many private funds does Waterequity LLC manage?

Waterequity LLC manages 5 private funds with combined gross assets of $356.2 million.

How many employees does Waterequity LLC have?

Waterequity LLC reports 44 employees.

Where is Waterequity LLC located?

Waterequity LLC is based in Kansas City, MO and has been SEC-registered since 2021.

Does Waterequity LLC disclose fund performance?

Waterequity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address117 W. 20th Street, Suite 204, Kansas City, MO 64108-1825
Phone816-800-8100
Fax816-800-8101
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$450.2M▲ 29%
Mar '25 — $348.5MApr '25 — $348.5MMay '25 — $348.5MJun '25 — $348.5MJul '25 — $348.5MAug '25 — $348.5MSep '25 — $348.5MOct '25 — $348.5MNov '25 — $348.5MDec '25 — $348.5MJan '26 — $348.5MFeb '26 — $348.5MMar '26 — $450.2MApr '26 — $450.2MMay '26 — $450.2MJun '26 — $450.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$450.2Mregulatory AUM
Discretionary $450.2M