WATERSTONE ADVISORS LLC

WATERSTONE ADVISORS LLC is an SEC-registered investment adviser (CRD 160148). Regulatory assets under management: $12.5M.

Registration

• CRD: 160148
• Type: Registered investment adviser
• Phone: 978-828-2188
• Latest filing: 2026-03-19
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search