Waterwheel Capital Management

Fee-Only (% of Portfolio)

Waterwheel Capital Management manages private investment funds for sophisticated investors. Waterwheel has the authority to make investment decisions for these funds, aiming for attractive returns by investing in opportunities within Greece and benefiting from the country's economic recovery. Waterwheel does not participate in wrap fee programs.

Assets Under Management$140M
Clients6
AdvisorsN/A
Avg. per Client$23M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Waterwheel Capital Management manages investments for its private fund clients. Clients generally pay a management fee, calculated quarterly in advance, ranging from 0% to 2% of the client's net asset value at the beginning of each fiscal quarter. Waterwheel may deduct management fees directly from the client's account or invoice the client. Waterwheel may also receive performance-based compensation, known as carried interest, tied to the proceeds from the sale of an investment.

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Waterwheel Capital Management | TrueAdvisor