Investment adviser · CRD 317176

WATERMARK INVESTMENT MANAGEMENT COMPANY, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

COLUMBUS, OH, United States · Form ADV filed Mar 9, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WATERMARK INVESTORS FUND I, L.P.Private Equity Fund · Last reported Mar 9, 2026$32MGross asset value

Form D fundraising filings

Watermark Investors Fund I, L.P.

Auditor GBQ C, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GBQ
PCAOB 1808

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-3715429219
Reported beneficial owners
3
Minimum commitment
$500K
Form D file number
021-410957

Form ADV 2059819 · Mar 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 9, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

550 SCHROCK RD
COLUMBUS, OH, 43229, United States

CRD 317176

Filing source

Form ADV 2059819 · Mar 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.