Watermark Group, Inc.
● SEC registered since 1990CRD 108272SEC# 801-37258Princeton, NJ
Ranks #1,548 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.82B
Fund GAV
$3.82B
Private funds
2
Employees
22
Accounts
6
Location
Princeton, NJ
Watermark Group, Inc. assets under management
Watermark Group, Inc. is an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 1990. It reports $3.8 billion in regulatory assets under management and employs 22 people. Watermark Group, Inc. manages 2 private funds with combined gross assets of $3.8 billion, including Parsec Plus Master Fund, Ltd. By regulatory assets, it ranks 1,548 of 6,004 private fund managers.
Watermark Group, Inc. private funds
2 funds · $3.82B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Parsec Plus Master Fund, Ltd. | Hedge | $2.31B | $5M |
| Parsec Trading Corp. | Hedge | $1.51B | $5M |
Watermark Group, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Marc Okun Control | President | 25-50% | 2021 |
| David Cedric Rowntree Control | Vice President | 10-25% | 2021 |
| Dougin Algase Walker Control | Vice President & Trustee Of Dougin Walker Family Trust | 5-10% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Watermark Group, Inc. manage?
Watermark Group, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Watermark Group, Inc. manage?
Watermark Group, Inc. manages 2 private funds with combined gross assets of $3.8 billion.
How many employees does Watermark Group, Inc. have?
Watermark Group, Inc. reports 22 employees.
Where is Watermark Group, Inc. located?
Watermark Group, Inc. is based in Princeton, NJ and has been SEC-registered since 1990.
Does Watermark Group, Inc. disclose fund performance?
Watermark Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 47 Hulfish Street, Suite 201, Princeton, NJ 08542 |
| Phone | (609) 683-8200 |
| Fax | (609) 683-9483 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.82B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.82Bregulatory AUM
Discretionary $3.82B
Service providers
Auditor
Custodian
Administrator