Waterfall Asset Management

General contacts

Investor type

PE / VC

Founded

2005

AUM

$12 100 M

Location

New York, New York, United States

Investment Ticket

$100+ m

Investment Stage

Series B Series A

Region of investment

North America South America Europe Asia

Investor profile last updated: 21 August, 2026

Profile

Waterfall Asset Management is a specialized asset management firm based in New York. Founded in 2005, it focuses on structured credit markets and asset-backed finance worldwide. With a team of approximately 150 employees, the firm leverages its broad expertise to source differentiated investments that cater to clients’ risk tolerances and liquidity needs. Waterfall stands out by tailoring solutions across publicly traded and privately negotiated markets, offering both evergreen and drawdown fund structures for commingled and single investor preferences.

The firm primarily invests in structured credit securities and whole loans, covering over 60 sectors globally. Their investor base is around 90% institutional clients, and they manage $12.1 billion in assets under management (AUM). Waterfall's investment strategies are designed to align with various client preferences and market opportunities.

Waterfall Asset Management has a diverse portfolio but does not publicly list its most notable investments on the site. The firm's approach is highly specialized, focusing on managed risk and liquidity across various sectors in the asset-backed finance landscape.

Industry

Transportation Software Real Estate Other Marketing and Advertising Fintech Financial Services Edtech Education AdTech

Waterfall Asset Management Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Waterfall Atlas Fund	Private Equity (PE)	Real Estate	Series B Late Stage (Series C+)	North America Europe	$5-10 m	$485 M	April 2023

Contacts

Name

Title

Social Networks

David Wachs Director - Head of Infrastructure & Security

Director - Head of Infrastructure & Security

d•••@•••

John Nelligan Managing Director - Private Equity

Managing Director - Private Equity

j•••@•••

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Investment-team contacts for Waterfall Asset Management — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Waterfall Asset Management

Is Waterfall Asset Management a venture capital or private equity firm?

Waterfall Asset Management is a venture capital and private equity firm. It backs companies at Series B and Series A, writing tickets of $100+ m.

Where is Waterfall Asset Management located?

Waterfall Asset Management is located in New York, New York, United States.

When was Waterfall Asset Management founded?

Waterfall Asset Management was founded in 2005.

What sectors and industries does Waterfall Asset Management invest in?

Waterfall Asset Management invests in companies and startups in Transportation, Software, Real Estate, Other, Marketing and Advertising, Fintech, Financial Services, Edtech, Education, AdTech.

What is Waterfall Asset Management geographical focus of investments?

Waterfall Asset Management invests in companies and startups in North America, South America, Europe, Asia.

At what stages of companies and startups does Waterfall Asset Management typically invest in?

Waterfall Asset Management invests in companies and startups at Series B, Series A.

What is the usual amount of Waterfall Asset Management investment?

Waterfall Asset Management usually invests $100+ m on average.

What is the amount of assets of under management (AUM) for Waterfall Asset Management?

Waterfall Asset Management has around $12 100m assets under management.

When was Waterfall Asset Management last fund created?

Waterfall Asset Management last fund was created/launched in 2023-04-01

What are the contacts of Waterfall Asset Management?

Waterfall Asset Management can be reached through its website waterfallam.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Waterfall Asset Management — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Waterfall Asset Management data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Waterfall Asset Management directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Waterfall Asset Management profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 21 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.