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WaterShip Private Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,410,532
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$470,177
About
Watership Private Capital Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and other institutions. The firm provides comprehensive financial planning, single-topic financial consulting, discretionary investment management through access to model portfolios, and retirement plan consulting with ERISA-focused services.
Portfolios are constructed using asset allocation, tactical and strategic allocation, and fundamental analysis, and are implemented via a model marketplace that includes Altruist-generated, third-party, and custom models. The adviser manages accounts on a discretionary basis, monitors and rebalances holdings as needed, and uses a mix of mutual funds, ETFs, individual securities, options, and REITs.
Distinctive features include an affiliated insurance practice: the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products through a separate insurance business, a potential conflict the brochure discloses and addresses with policies and client disclosure. The firm also offers ERISA Section 3(21) and 3(38) fiduciary retirement plan consulting and pension-related services—capabilities that are less common among independent advisers of this type and size—and operates as a newly formed registered adviser.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Long-term care insurance
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Retirement income strategy
Fee options
Fixed fee of $3,500 for comprehensive financial planning services, may vary based on complexity
Up to 1.50% annually (maximum, negotiable)
$350 per hour for financial consulting services
Main office location
WaterShip Private Capital Management, LLC
14012 11 Th Terrace Ne
Brandenton FL 34212, United States
Number of offices
1
Most active in
WaterShip Private Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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