# WATERMARK GROUP, INC.

WATERMARK GROUP, INC. of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 108272
- Type: SEC-registered investment adviser
- SEC file number: 801-37258
- Location: 47 HULFISH STREET, SUITE 201, PRINCETON, NJ, 08542
- Phone: (609) 683-8200
- Latest filing: 2026-04-01
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.8B
- Clients: 22
- Accounts: 6

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [John Niforatos](https://search.stillhousedata.com/person/57926) | VICE PRESIDENT & TRUSTEE OF JOHN NIFORATOS 2025 GRAT | Princeton, NJ |
| [Terence Woolf](https://search.stillhousedata.com/person/410915) | CHIEF COMPLIANCE OFFICER | New York, NY |
| [Andrew Marc Okun](https://search.stillhousedata.com/person/698591) | PRESIDENT | — |
| [Dougin Algase Walker](https://search.stillhousedata.com/person/698592) | VICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST | — |
| [William Gormley Nicolls](https://search.stillhousedata.com/person/698593) | VICE PRESIDENT | — |
| [David Cedric Rowntree](https://search.stillhousedata.com/person/698594) | VICE PRESIDENT | — |
| [Thomas Anthony Cuomo](https://search.stillhousedata.com/person/698595) | CHIEF FINANCIAL OFFICER | — |
| [Jesse Evan Lasky](https://search.stillhousedata.com/person/700609) | CHIEF FINANCIAL OFFICER | — |
| [MODZELEWSKI STEPHEN WALTER](https://search.stillhousedata.com/person/758436) | NON-MANAGING MEMBER | — |
| [OKUN ANDREW MARC](https://search.stillhousedata.com/person/758437) | GENERAL PARTNER; MANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER (+1 more) | — |
| [WALKER DOUGIN ALGASE](https://search.stillhousedata.com/person/758438) | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER (+2 more) | — |
| [NICOLLS WILLIAM GORMLEY](https://search.stillhousedata.com/person/758439) | MANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT | — |
| [NIFORATOS JOHN](https://search.stillhousedata.com/person/758440) | MANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT | — |
| [MODZELEWSKI STEPHEN](https://search.stillhousedata.com/person/781393) | GENERAL PARTNER; NON-MANAGING MEMBER | — |
| [WALKER DOUGIN](https://search.stillhousedata.com/person/781394) | GENERAL PARTNER; MANAGING MEMBER | — |
| [NICOLLS WILLIAM](https://search.stillhousedata.com/person/781395) | GENERAL PARTNER; MANAGING MEMBER | — |
| [WOOLF TERENCE](https://search.stillhousedata.com/person/813667) | CHIEF COMPLIANCE OFFICER | — |
| [ROWNTREE DAVID CEDRIC](https://search.stillhousedata.com/person/832166) | MANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT | — |
| [Lasky Jesse Evan](https://search.stillhousedata.com/person/866433) | CHIEF FINANCIAL OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PARSEC PLUS MASTER FUND, LTD. | Hedge Fund | British Virgin Islands | 45 | $2.3B | $5.0M |
| PARSEC TRADING CORP. | Hedge Fund | British Virgin Islands | 45 | $1.5B | $5.0M |


## Fund service providers (4)

- custodian: PARSEC INSTITUTIONAL FUND, LTD.
- custodian: PARSEC ONSHORE PARTNERS, L.P.
- custodian: PARSEC PLUS INSTITUTIONAL FUND, LTD.
- custodian: PARSEC PLUS ONSHORE PARTNERS, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108272/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108272/similar
- Related entities: https://search.stillhousedata.com/firm/108272/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108272

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.