Managing Member · The Watermill Group
Steven E. Karol
CRD 6045246 · Named on Form ADV at one SEC-registered adviser
At a glance
The Watermill Group, an SEC-registered private fund adviser based in Boston, MA with $178 million in regulatory assets, lists Steven E. Karol on its Form ADV as Managing Member, a control person.
Firms and roles
- The Watermill GroupManaging MemberPrivate fund adviser · Boston, MA · $178M in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Julia KarolPresident and Chief Operating Officer, The Watermill Group
- Benjamin P. ProcterChief Compliance Officer, Senior Partner, The Watermill Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.