WATERSTONE CAPITAL MANAGEMENT, L.P.

PLYMOUTH, Minnesota·3 registered advisors·CRD# 138535
SEC# 801-65161952-697-4100
01

Firm Overview

AUM
$486M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WATERSTONE CAPITAL MANAGEMENT, L.P.

3 registered advisors
Jeffrey Cole Erb
PLYMOUTH, Minnesota
Karl Eric Kittelson
PLYMOUTH, Minnesota
Shawn Stephen Bergerson
PLYMOUTH, Minnesota
05

Office Locations

PLYMOUTH, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. WATERSTONE CAPITAL MANAGEMENT, L.P. (CRD# 138535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.