SourcingSourcing

WATERWHEEL CAPITAL MANAGEMENT, L.P.

C44
CRD 289407·SEC 801-111655
AUM
$238.5M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$715K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WATERWHEEL CAPITAL MANAGEMENT, L.P.
CRD
289407
SEC file #
801-111655
EIN
000000000
DBA names
Waterwheel Capital Management

Economics

AUM
$238.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$91.2M → $238.5M▲ +161%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/waterwheel-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOLLEN, JOHN, ROSS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WOLLEN, JOHN, ROSS
DEGREGORIO, MICHAEL, ALFRED
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001630370
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2015-01-13
Edgar Last Filing Date
2023-10-02
Edgar Form D Count
10
Edgar Form D Offerings
2023-10-022023-10-02 · 0001630370-23-000001
2022-10-032022-10-03 · 0001630370-22-000001
Edgar Former Names
Alden Global Hellenic Opportunities Fund, LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Bny Mellon6
E*trade4
Pershing2
Edgar Addresses
Mailing
C/O WATERWHEEL CAPITAL MANAGEMENT, L.P.2054 VISTA PARKWAY, SUITE 400WEST PALM BEACH, FL 33411
Business
C/O WATERWHEEL CAPITAL MANAGEMENT, L.P.2054 VISTA PARKWAY, SUITE 400WEST PALM BEACH, FL 33411
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-10-02 · 0001630370-23-000001
D/A2022-10-03 · 0001630370-22-000001
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
2783892
Trust Company Affiliate
No

People (2)

2
WOLLEN, JOHN, ROSS
Direct Owner · 62.5%
2783892
DEGREGORIO, MICHAEL, ALFRED
Direct Owner · 37.5%
5456114