| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Parsec Plus Master Fund, Ltd. | Hedge | $2.8B | $5M |
| Parsec Trading Corp. | Hedge | $1.31B | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Marc Okun Control | President | 25-50% | 2021 |
| David Cedric Rowntree Control | Vice President | 10-25% | 2021 |
| Dougin Algase Walker Control | Vice President & Trustee Of Dougin Walker Family Trust | 5-10% | 2021 |
Watermark Group, Inc. reports $4.1 billion in regulatory assets under management on its Form ADV.
Watermark Group, Inc. manages 2 private funds with combined gross assets of $4.1 billion.
Watermark Group, Inc. reports 21 employees.
Watermark Group, Inc. is based in Princeton, NJ and has been SEC-registered since 1990.
Watermark Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 47 Hulfish Street, Suite 201, Princeton, NJ 08542 |
| Phone | (609) 683-8200 |
| Fax | (609) 683-9483 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.1B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.1B |