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THE WATERMILL GROUP

BOSTON, MA · CRD 163370 · IAPD ↗ · watermill.com · 781-891-6660

$178.1MRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — THE WATERMILL GROUP reported RAUM down 32% ($212.9M -> $145.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — THE WATERMILL GROUP now reports custody of client assets ($290.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.