Waterfall Asset Management
New York City, New Yorkwaterfallam.com
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 |
|---|---|---|---|
| BMG Money, Inc. | Oct 2025 | Debt | Co-investor |
| PremFina | Jun 2025 | Debt | Co-investor |
| Atelier Capital Partners | Feb 2025 | Debt | Co-investor |
| iwoca | Nov 2024 | Debt | Co-investor |
| Sunbit | Nov 2024 | Debt | Co-investor |
Key People
Keerthi Raghavan
Partner
Brian Breakstone
Partner And Chief Financial Officer
Hannah Beth Hausmann
Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
