WATERMARK GROUP, INC.

WATERMARK GROUP, INC. of PRINCETON, NJ is an SEC-registered investment adviser (CRD 108272). Regulatory assets under management: $3.8B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (19)

NameRoleLocation
John NiforatosVICE PRESIDENT & TRUSTEE OF JOHN NIFORATOS 2025 GRATPrinceton, NJ
Terence WoolfCHIEF COMPLIANCE OFFICERNew York, NY
Andrew Marc OkunPRESIDENT—
Dougin Algase WalkerVICE PRESIDENT & TRUSTEE OF DOUGIN WALKER FAMILY TRUST—
William Gormley NicollsVICE PRESIDENT—
David Cedric RowntreeVICE PRESIDENT—
Thomas Anthony CuomoCHIEF FINANCIAL OFFICER—
Jesse Evan LaskyCHIEF FINANCIAL OFFICER—
MODZELEWSKI STEPHEN WALTERNON-MANAGING MEMBER—
OKUN ANDREW MARCGENERAL PARTNER; MANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER (+1 more)—
WALKER DOUGIN ALGASEMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER (+2 more)—
NICOLLS WILLIAM GORMLEYMANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT—
NIFORATOS JOHNMANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT—
MODZELEWSKI STEPHENGENERAL PARTNER; NON-MANAGING MEMBER—
WALKER DOUGINGENERAL PARTNER; MANAGING MEMBER—
NICOLLS WILLIAMGENERAL PARTNER; MANAGING MEMBER—
WOOLF TERENCECHIEF COMPLIANCE OFFICER—
ROWNTREE DAVID CEDRICMANAGING MEMBER; MANAGING MEMBER OF GENERAL PARTNER AND LIMITED PARTNER; VICE PRESIDENT—
Lasky Jesse EvanCHIEF FINANCIAL OFFICER—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
PARSEC PLUS MASTER FUND, LTD.Hedge FundBritish Virgin Islands45$2.3B$5.0M
PARSEC TRADING CORP.Hedge FundBritish Virgin Islands45$1.5B$5.0M

Fund service providers (4)

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