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WATERWHEEL CAPITAL MANAGEMENT

ATHENS, Greece · CRD 289407 · IAPD ↗ · (646) 940-8850

$238.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

39
April 2026 — WATERWHEEL CAPITAL MANAGEMENT reported RAUM up 73% ($137.6M -> $238.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2025 — WATERWHEEL CAPITAL MANAGEMENT reported RAUM down 29% ($194.7M -> $137.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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