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WATEREQUITY LLC

CRD 281955 · SEC 801-121365

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117 W. 20TH STREET, SUITE 204, KANSAS CITY, MO, 64108-1825, United States

Phone

816-800-8100

Fax

816-800-8101

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$450.2M

Discretionary AUM

$450.2M

Team

44 total employees; 27 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; ACQUISITION AND MONITORING FEES

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$450.2M

States served

MO

All web addresses on file

Official SEC filing: View on IAPD