SourcingSourcing

NEW WATER CAPITAL, L.P.

C49
CRD 226608·SEC 801-96331·BOCA RATON, FL
AUM
$454.4M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEW WATER CAPITAL, L.P.
CRD
226608
SEC file #
801-96331
EIN
—
DBA names
—

Economics

AUM
$454.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$466.0M → $454.4M▼ -2%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
12 advisors → 12 advisors▬ 0%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
newwatercap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGEE, GEORGE, BRIAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCGEE, GEORGE, BRIAN
NEIMARK, JASON, HOWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWWATERCAP.COM
Rdap Domain Creation Date
2014-08-02T17:53:15Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-02T17:53:15Z
Rdap Domain Last Changed
2025-08-03T17:30:37Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2781208
Trust Company Affiliate
No

People (2)

2
MCGEE, GEORGE, BRIAN
Direct Owner · 62.5%
2781208
NEIMARK, JASON, HOWARD
Direct Owner · 62.5%
2696965