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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Waterequity LLC
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| CRD # | 281955 |
| SEC # | 801-121365 |
| CIK # | |
| AUM | $348.5 M (2025-05-14) |
| Employees | 41 (76% Investors, 0% Brokers) |
| Phone | 816-800-8100 |
| Address | 117 W 20th Street Kansas City, MO 64108-1825 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Water & Climate Resilience Fund LP | [2024-03-29] | 83.6 | 1.0 |
| PE | Global Access Fund IV LP | [2023-03-30] | 145.0 | 154.8 |
| PE | Global Access Fund LP | [2021-04-30] | 10.4 | 144.9 |
| PE | Watercredit Investment Fund 1 LLC | [2021-04-30] | 8.7 | 0.0 |
| PE | Watercredit Investment Fund 3 LP | 2021-04-30 | 47.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 348.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 348.5 |
| By Discretionary | ||
| Discretionary | 5 | 348.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 348.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 33.2 | |
| United States Persons | 315.3 | |
| Total | 5 | 348.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Gary White | 9 | ||
| John Moyer | 7 | ||
| Paul Oconnell | 5 | ||
| Catherine Colyer | 4 | ||
| Elan Emanuel | 2 | ||
| Moyer Jr John | 1 | ||
| Keith Stamm | 1 | ||
| Gilbert Ching | 1 | ||
| Rich Thorsten | 1 | ||
| Yvonne Kean | 1 | ||
| Jennifer Schorsch | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arctaris Impact Investors LLC
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|
MA | 0.4 |
|
Auldbrass Partners LP
✚
|
NY | 0.3 |
|
Continuim Equity Partners LP
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|
PA | 0.3 |
|
Westward Management Company II LLC
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|
WA | 0.3 |
|
Black Dragon Capital Investment Management LLC
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|
0.3 | |
|
CREO Capital Partners Management LLC
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|
FL | 0.3 |
|
Health Catalyst Capital Management LLC
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|
NY | 0.3 |
|
Bluestone Equity Partners LP
✚
|
NY | 0.3 |
|
Eureka Equity Partners LP
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|
PA | 0.3 |
|
Next Management Advisors LLC
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|
NY | 0.3 |