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RIA / WealthPrivate fundreal estate fund3(c)(1)master fund

WATERMILL-SHELBYVILLE PARTNERS, LP

advised by THE WATERMILL GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee5b80b7-46ef-b472-99e1-4736d1542e5c

Data as of May 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2023 to May 28, 2024
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Watermill-Shelbyville Partners, LP

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: THE WATERMILL GROUPCRD 163370
Fund type: Real Estate Fund
Latest reported GAV: $1.6Mgross asset value on Schedule D 7.B(1), as of 2024-05-28; never fund size
Peak reported GAV: $1.6M
Beneficial owners: 36
Minimum investment: $6,000
Owned by the adviser: 2800%
Owned by funds of funds: 0%
Owned by non-US persons: 2000%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 30, 2023
Last reported: May 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-9069615850

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 28, 2024	$1.6M	36	$6,000	2800.0%	yes	WATERMILL-SHELBYVILLE PARTNERS, LP
Mar 29, 2024	$1.6M	36	$6,000	2800.0%	yes	WATERMILL-SHELBYVILLE PARTNERS, LP
Sep 20, 2023	$1.5M	36	$6,000	2800.0%	yes	WATERMILL-SHELBYVILLE PARTNERS, LP
Mar 30, 2023	$1.5M	32	$4,500	1000.0%	yes	WATERMILL-SHELBYVILLE PARTNERS, LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
FIRST REPUBLIC BANK	FIRST REPUBLIC BANK	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← THE WATERMILL GROUPRegistered adviserReal Estate Fund, IA
Mar 30, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee5b80b7-46ef-b472-99e1-4736d1542e5c
First observed: Mar 30, 2023
Last observed: May 28, 2024 28 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WATERMILL-SHELBYVILLE PARTNERS, LP

advised by THE WATERMILL GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee5b80b7-46ef-b472-99e1-4736d1542e5c

Data as of May 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 28, 2024

$1.6M

$6,000

2800.0%

yes

WATERMILL-SHELBYVILLE PARTNERS, LP

Mar 29, 2024

$1.6M

$6,000

2800.0%

yes

WATERMILL-SHELBYVILLE PARTNERS, LP

Sep 20, 2023

$1.5M

$6,000

2800.0%

yes

WATERMILL-SHELBYVILLE PARTNERS, LP

Mar 30, 2023

$1.5M

$4,500

1000.0%

yes

WATERMILL-SHELBYVILLE PARTNERS, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

FIRST REPUBLIC BANK

Boston

Massachusetts

United States

n/a