Waterfield

Welcome to a Legacy of Trust.

Waterfield Group is a global investment management company. Waterfield conducts business according to The Waterfield Way™, a time-honored cultural tradition we believe has been the foundation of our success.

Private Equity

Private Equity

Waterfield Private Equity Funds I, II, & III are in the business of acquiring companies that have in excess of $10 million in recurring EBITDA. Waterfield has particular expertise in finance, insurance, technology, energy, and real estate.

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Principal Investments

Principal Investments

Waterfield maintains an investment program for its Principal’s equity. If you would like to invest alongside us, simply inquire about investing in our proprietary and preferred hedge funds, which is where we put the overwhelming majority of our investment capital. Investment is by invitation only.

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Asset Management Services

Asset Management Services

Waterfield Asset Management, with over 1.8 billion under management, traces its roots back to 1928, with the founding of what became Waterfield Group, one of the largest private financial institutions in the country. Investing with Waterfield is by invitation only. Client Real Estate transactions are handled by Waterfield Luxury Properties, a division of Waterfield Asset Management.

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Waterfield Technologies

Waterfield Technologies provides digital solutions for today’s enterprise:

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Waterfield Energy

Waterfield Energy provides financial and transaction management software for the energy industry:

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Waterfield Culture

Waterfield’s focus is on its culture, built on over 80 years of customer-first ideology.

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