Waterfall Asset Management
Overview
Waterfall Asset Management is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, private equity, and real assets. The firm utilizes a relative value approach for sourcing and investing in the private and public markets, across 60+ sectors of the asset-based finance arena. Through this multi-sector specialization, Waterfall seeks to provide its clients a compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Lendable | Jun 2019 | Debt | Co-investor |
| Avant | Dec 2022 | Debt | Lead |
| FINN | May 2022 | Series B | Co-investor |
| Sunbit | Nov 2024 | Debt | Co-investor |
| Fundbox | Sep 2024 | Debt | Lead |
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Key People
Keerthi Raghavan
Partner
Hannah Beth Hausmann
Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Waterfall Asset Management based?
Waterfall Asset Management is headquartered in New York City, New York, United States.
When was Waterfall Asset Management founded?
Waterfall Asset Management was founded in 2005.
How many portfolio companies does Waterfall Asset Management have?
Waterfall Asset Management has 29 portfolio companies in Caplight's dataset.
What are some companies in Waterfall Asset Management's portfolio?
Portfolio companies visible on Caplight include Lendable, Avant, FINN, Sunbit, Fundbox.
What was Waterfall Asset Management's most recent investment shown here?
Waterfall Asset Management's most recent investment in this portfolio sample was in Sunbit in 2024.
What sectors does Waterfall Asset Management focus on?
Waterfall Asset Management focuses on FinTech, FinTech, FinTech, FinTech, Enterprise Software, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, Mobility, Transportation & Logistics, FinTech, Mobility, Transportation & Logistics, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, FinTech, Real Estate & PropTech, FinTech, FinTech, Real Estate & PropTech, Consumer & Commerce, Enterprise Software, FinTech, Real Estate & PropTech, FinTech, Enterprise Software, Consumer & Commerce, Real Estate & PropTech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Real Estate & PropTech, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Consumer & Commerce.
What company stages does Waterfall Asset Management focus on?
Waterfall Asset Management typically invests at the MultiStage stage.
What is Waterfall Asset Management's AUM?
Waterfall Asset Management's assets under management are estimated between $13.1B and $25.3B.