# Waterville Investment Partners, LLC

> Waterville Investment Partners, LLC is an exempt reporting adviser in Needham, MA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 314518
- Filed as: WATERVILLE INVESTMENT PARTNERS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314518
- AdvisorCensus page: https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518

## Quick answers

**Where is Waterville Investment Partners, LLC located?**
Waterville Investment Partners, LLC's principal office is in Needham, MA, according to its Form ADV.

**How does Waterville Investment Partners, LLC report to regulators?**
Waterville Investment Partners, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 314518.

**Does Waterville Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314518

## From the Form ADV filing

### Firm details
- Reporting since: 2021 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | July 2, 2021 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2023 | Not reported | Not reported | March 27, 2023 |
| October 2024 | Not reported | Not reported | April 1, 2024 |
| October 2025 | Not reported | Not reported | July 2, 2025 |
| October 2026 | Not reported | Not reported | July 2, 2025 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waterville Investment Partners, LLC (CRD 314518): Form ADV filing data as of October 2026.