Waterfall Asset Management, LLC

Waterfall Asset Management, LLC (CRD# 137746) is a financial advisory firm headquartered in New York, NY. They manage $18,607,370,885 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1251 Avenue Of The Americas, 50th Floor, New York, NY 10020
https://www.waterfallam.com/
By the Numbers
  • Total Assets Under Management
    18,607
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $277,721,954
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Waterfall Asset Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals