WaterEquity provides investment advisory services to private investment funds, focusing on capital market solutions to finance water and sanitation improvements in emerging markets. WaterEquity invests in financial institutions and infrastructure projects. The firm's investment strategy involves a five-step process: screening, due diligence, structuring, approval by the Investment Committees, and monitoring. WaterEquity is wholly owned by Water.org.
Assets Under Management$350M
Clients5
AdvisorsN/A
Avg. per Client$70M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
WaterEquity manages investments for private funds and charges a management fee. Some funds also pay acquisition and monitoring fees, while one fund pays a performance fee instead.
- Management fees range from 1.75% to 2% per year.
- Acquisition fees are 1.2% of each fund investment.
- Monitoring fees are 0.2% per year on outstanding loans.
- Performance fees are 20% of distributions after a 6% cumulative internal rate of return is met.
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