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WATERFRONT CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 167801 · IAPD ↗ · 212 554 4099

$99.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — WATERFRONT CAPITAL PARTNERS LLC reported RAUM down 87% ($770.7M -> $99.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2026 — WATERFRONT CAPITAL PARTNERS LLC shrank from 7 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2025 — WATERFRONT CAPITAL PARTNERS LLC reported RAUM down 49% ($1.53B -> $770.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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