The Watermill Group
The Watermill Group is an SEC-registered asset manager in Boston, MA with $178.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns The Watermill Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163370, SEC 801-126185, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $178.1M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Boston, MA
- Employees
- 13
- Clients
- 18
- CRD
- 163370
- Ownership
- PROCTER, BENJAMIN, PICKMAN; KAROL, STEVEN, EDWARD; KAROL, JULIA
How much AUM does The Watermill Group have?
The Watermill Group reported $178.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Watermill Group?
Disclosed owners and executives of The Watermill Group include PROCTER, BENJAMIN, PICKMAN, KAROL, STEVEN, EDWARD, KAROL, JULIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.