Investment adviser · CRD 314518

WATERVILLE INVESTMENT PARTNERS, 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.

NEEDHAM, MA, United States · Form ADV filed Jul 2, 2025

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.

EASTWARD CAPITAL ACCESS I-9, LPPrivate Equity Fund · Last reported Jul 2, 2025$35.2MGross asset value

Feeder funds

  • EASTWARD CAPITAL ACCESS I-9
Fund administrator STONE COAST FUND SERVICES LLC PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US, LLP BOSTON, Massachusetts, United States
Custodian NATIONAL FINANCIAL SERVICES LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US, LLP
PCAOB 49

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-1276979562
Reported beneficial owners
22
Minimum commitment
$250K

Form ADV 1998940 · Jul 2, 2025 · 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: Jul 2, 2025. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

60 DEDHAM AVE, SUITE 203
NEEDHAM, MA, 02492, United States

CRD 314518

Filing source

Form ADV 1998940 · Jul 2, 2025 · 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.