# WATERSTONE CAPITAL MANAGEMENT, L.P.

WATERSTONE CAPITAL MANAGEMENT, L.P. of PLYMOUTH, MN is an SEC-registered investment adviser.

## Registration

- CRD: 138535
- Type: SEC-registered investment adviser
- SEC file number: 801-65161
- Location: 2 CARLSON PARKWAY, SUITE 260, PLYMOUTH, MN, 55447
- Phone: 952-697-4100
- Latest filing: 2015-04-21
- Regulatory AUM: $486.2M
- Discretionary AUM: $486.2M
- Clients: 7
- Accounts: 3

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [BERGERSON SHAWN STEPHEN](https://search.stillhousedata.com/person/750765) | CEO; CEO, LP; LP (+2 more) | — |
| [KALISH MARTIN FREDRIC](https://search.stillhousedata.com/person/750766) | CCO; CFO; CHIEF COMPLIANCE OFFICER (+2 more) | — |
| [ERB JEFFREY COLE](https://search.stillhousedata.com/person/771070) | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| [KITTELSON KARL ERIC](https://search.stillhousedata.com/person/819484) | CONTROLLER, CCO | — |
| [PETERSON KURT TERRY](https://search.stillhousedata.com/person/825505) | CFO | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WATERSTONE MARKET NEUTRAL MASTER FUND LTD | Hedge Fund | — | 12 | $486.2M | $1.0M |
| WATERSTONE MARKET NEUTRAL OFFSHORE FUND, LTD. | Hedge Fund | — | 8 | $115.2M | $1.0M |
| WATERSTONE MARKET NEUTRAL FUND, LP. | Hedge Fund | — | 4 | $55.3M | $1.0M |


## Fund service providers (1)

- administrator: GLOBEOP FINANCIAL SERVICES — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138535/similar
- Related entities: https://search.stillhousedata.com/firm/138535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138535

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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.