Data / Investment advisers / Missouri / Waterequity LLC
Waterequity LLC, Kansas City, MO: $450 million AUM, SEC registered investment adviser
Waterequity LLC is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $450 million in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 281955
- SEC file number
- 801-121365
- SEC status
- Approved, effective May 28, 2021
- Main office
- 117 W. 20th Street Suite 204, Kansas City, MO 64108
- Phone
- (816) 800-8100
- Website
- waterequity.com
- Regulatory AUM
- $450,164,269 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $450,164,269
- Accounts
- 6
- Employees
- 44, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $356,179,269
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $450.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $450.2 million | March 30, 2026 |
| December 1, 2025 | $348.5 million | October 27, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pandi, LLC | Kansas City | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | Not listed | adviserinfo.sec.gov |
| CPC Management, LLC | Kansas City | $428 million | 1 | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | Not listed | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | $335.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Waterequity LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.