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Watermill Management Company, LLC

● SEC registered since 2022CRD 163370SEC# 801-126185Boston, MA
Export (members)
Ranks #5,255 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$178.1M
Fund GAV
$178.1M
Private funds
18
Employees
13
Accounts
18
Location
Boston, MA

Watermill Management Company, LLC assets under management

Watermill Management Company, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2022. It reports $178.1 million in regulatory assets under management and employs 13 people. Watermill Management Company, LLC manages 18 private funds with combined gross assets of $178.1 million, including Watermill-Ct Partners, LP. By regulatory assets, it ranks 5,255 of 6,004 private fund managers.

Watermill Management Company, LLC private funds

18 funds · $178.1M GAV
FundTypeGross assetsMin.
Watermill-Ct Partners, LPPrivate Equity$55.6M$22K
Watermill-Ctb Partners, LPPrivate Equity$21.6M$6K
Watermill Opportunity Fund Series I - WestonPrivate Equity$21.2M$59K
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Watermill Management Company, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Pickman Procter ControlChief Compliance Officer, Senior PartnerUnder 5%2022
Julia Karol ControlPresident And Chief Operating Officer50-75%2016
Steven Edward Karol ControlManaging Member25-50%2002

Frequently asked questions

How much does Watermill Management Company, LLC manage?

Watermill Management Company, LLC reports $178.1 million in regulatory assets under management on its Form ADV.

How many private funds does Watermill Management Company, LLC manage?

Watermill Management Company, LLC manages 18 private funds with combined gross assets of $178.1 million.

How many employees does Watermill Management Company, LLC have?

Watermill Management Company, LLC reports 13 employees.

Where is Watermill Management Company, LLC located?

Watermill Management Company, LLC is based in Boston, MA and has been SEC-registered since 2022.

Does Watermill Management Company, LLC disclose fund performance?

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

Contact & registration

Address321 Newbury St, Second Floor, Boston, MA 02115
Phone781-891-6660
Fax781-891-9712
Office hours9-5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$178.1M▲ 23%
Mar '25 — $145.1MApr '25 — $145.1MMay '25 — $145.1MJun '25 — $145.1MJul '25 — $145.1MAug '25 — $145.1MSep '25 — $145.1MOct '25 — $162.9MNov '25 — $162.9MDec '25 — $162.9MJan '26 — $162.9MFeb '26 — $162.9MMar '26 — $178.1MApr '26 — $178.1MMay '26 — $178.1MJun '26 — $178.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$178.1Mregulatory AUM
Discretionary $178.1M

Fund type mix

Private Equity14
Real Estate4

Service providers