About Waterfall Asset Management
Waterfall Asset Management is a company based in New York (United States) founded in 2005. It operates as a Professional Services. Waterfall Asset Management has completed 4 acquisitions, including Alternative Credit Investments, Mid Atlantic Capital Group and Newcleus. Waterfall Asset Management offers products and services including Structured Credit Investments and Whole Loan Strategies. Waterfall Asset Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter New York, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website waterfallam.com
- Legal Name Waterfall Asset Management, Llc
- Investments & AcquisitionsAlternative Credit Investments
& 3 more
Products & Services of Waterfall Asset Management
Waterfall Asset Management offers a comprehensive portfolio of products and services, including Structured Credit Investments and Whole Loan Strategies.
Investments in structured credit securities are managed expertly.
Whole loan investment strategies are offered to clients.
People of Waterfall Asset Management
24 people are tracked at Waterfall Asset Management (22 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Ben W. | Director | Leadership |
Brian Droesch | Vice President | Leadership |
Tom Capasse | Co-founder | Leadership |
Alicia Keenan | Chief Operating Officer | Leadership |
Kenneth Nick | Chief Operating Officer | Leadership |
Rachel Peyser | Vice President Legal And Compliance | Leadership |
Omar G. | Vice President Of Infrastructure And IT Security | Leadership |
Shehzad Nabi | Chief Technology Officer | Leadership |
Adam Zausmer | Managing Director | Leadership |
Peter Moses | Vice President Of Data Integrity | Leadership |
David Cunningham | Director | Leadership |
David Wachs | Director - Head Of Infrastructure & Security | Leadership |
Travis Reichling | Director | Leadership |
Taylor Ross | Vice President, Business Development | Leadership |
Dylan Mann | Vice President | Leadership |
John Togneri | Managing Director | Leadership |
Dan Archer | Vice President | Leadership |
Cameron Morris | Vice President | Leadership |
John Griffin Jr. | Managing Director | Leadership |
Kristina Amato | Director - Deputy Chief Compliance Officer | Leadership |
4 more people are available in the full profile.
Complete people profiles for Waterfall Asset Management
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Investments & Acquisitions by Waterfall Asset Management
Waterfall Asset Management has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Alternative Credit Investments, Mid Atlantic Capital Group and Newcleus.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Non-qualified compensation and benefit solutions are provided to companies. | newcleus.com | Newtown Square, United States | 2018 | Aug 2021 | •••• | |
Secured loans are extended to borrowers in the finance sector. | pollenstreetsecuredlending.com | – | 2019 | Nov 2020 | $824.99M | |
Alternative credit investment services are provided to investors globally. | alternativecreditinvestments.co.uk | London, United Kingdom | 2013 | Nov 2020 | $824.99M | |
Futures and options brokerage services are provided to clients. | macg.com | Pittsburgh, United States | 1983 | Mar 2018 | •••• |
Complete acquisition details for Waterfall Asset Management
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Waterfall Asset Management
5 dated milestones of Waterfall Asset Management across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Waterfall Asset Management is founded.
- Acquisition Acquires Mid Atlantic Capital Group.
- Acquisition Acquires Alternative Credit Investments.
- Acquisition Acquires Pollen Street Secured Lending.
- Acquisition Acquires Newcleus.
Competitors of Waterfall Asset Management
Waterfall Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of Waterfall Asset Management
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Latest news on Waterfall Asset Management
Complete news archive for Waterfall Asset Management
Full article history, source details, and older brand coverage require an active premium plan.
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- Source and publication date
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- Brand-specific news history
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Similar companies to Waterfall Asset Management
10 companies that operate in the same segment as Waterfall Asset Management (Asset Finance), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Vehicle and housing finance products are offered across India. | 2008 | Chennai, Tamil Nadu, India | USD 276.07 M | USD 10.55 M | 14,664 | |
Provider of consumer & SME loans and equipment & vehicle leasing services | 1954 | Chennai, Tamil Nadu, India | – | USD 1.04 B | 6,890 | |
Online B2B rentals of heavy machinery and equipment are facilitated. | 2014 | Mumbai, Maharashtra, India | USD 36.22 M | USD 58.16 M | 36 | |
Aircraft leasing services are provided to airlines worldwide. | 2010 | Los Angeles, California, United States | USD 1.39 B | USD 2.57 B | 165 | |
Railcar leasing services are provided to rail industry clients worldwide. | 1898 | Chicago, Illinois, United States | – | USD 1.74 B | 2,150 | |
Loan transitions are facilitated between lending partners and institutional investors. | 2016 | New York, New York, United States | USD 146.3 M | USD 1.26 B | 553 | |
Insurance brokerage and financial services are provided in Egypt. | 2001 | Cairo, Egypt | USD 56 M | – | – | |
Provider of aircraft leasing services | 2016 | Amsterdam, Netherlands | USD 400 M | – | – | |
Aircraft are leased to airlines worldwide by AerCap. | 1996 | Dublin, Ireland | – | USD 7.42 B | 699 | |
Diversified financial services are provided across multiple sectors. | 1878 | London, England, United Kingdom | – | USD 1.6 B | 4,000 |
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Frequently Asked Questions about Waterfall Asset Management
Waterfall Asset Management was founded in 2005.
Waterfall Asset Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Waterfall Asset Management is engaged in sourcing complex investments within asset-backed finance markets, specializing in structured credit securities and whole loans. The company operates across more than 60 sectors globally, targeting opportunities in both publicly traded and privately negotiated markets. Tailored solutions are provided based on clients risk tolerances and liquidity needs, utilizing evergreen and drawdown fund structures for various investor preferences.
Waterfall Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
Waterfall Asset Management offers Structured Credit Investments and Whole Loan Strategies.
Waterfall Asset Management has made 4 acquisitions, including Alternative Credit Investments, Mid Atlantic Capital Group, and Newcleus.
Waterfall Asset Management operates through Waterfall Asset Management, Llc.