RIA Intel›Advisers›Missouri›WATEREQUITY LLC

WATEREQUITY LLC

Fund Manager

N·KANSAS CITY, MO

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM

$450M

1-Year AUM Growth

+56.8%

3-Year CAGR

+39.9%

Employees

27

Assets Under Management

Total AUM$450M

Discretionary AUM$450M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees27

Investment Advisers44

Employee Growth (1Y)+31.8%

Private Funds

Number of Private Funds4

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record18

First FilingApr 30, 2021

Latest FilingJul 8, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WATEREQUITY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.