Waterfall Asset Management

What is Waterfall Asset Management?

Waterfall Asset Management, established in 2005 and headquartered in New York City, is an SEC-registered investment advisor specializing in High Yield Asset Backed Securities (ABS), focusing on real estate and consumer debt, as well as loan investments. The firm operates with a mission to source complex and differentiated investments in specialized corners of the asset-backed finance markets, targeting structured credit securities, whole loans, and related strategies.

Waterfall Asset Management stands out for its tailored approach to investment, creating custom solutions that align with the risk tolerances and liquidity needs of their clients. They offer a variety of fund structures, including evergreen and drawdown funds, to suit the diverse preferences of institutional and individual investors. The firm is significant in scale with $13.1 billion in assets under management, a dedicated team of approximately 160 employees, and a client base that is approximately 90% institutional.

They operate globally across more than 60 sectors, vigorously engaging in both publicly traded and privately negotiated markets to optimize opportunities for clients. Waterfall Asset Management's investment philosophy centers on the belief that diverse viewpoints can lead to better outcomes, a principle that is evident in their comprehensive range of structured credit market expertise.

Their minimum and maximum investment threshold stand at $100,000,000, indicating a focus on large-scale investment activities. By employing experienced leaders and emphasizing a solutions-oriented approach, Waterfall Asset Management aims to deliver superior investment performance and service to their clients.