| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Waterton Residential Property Venture XV, L.P. | Real Estate | $1.31B | $500K |
| Waterton Residential Property Venture XIV, L.P. | Real Estate | $995.1M | $500K |
| Waterton Residential Property Venture XIII, L.P. | Real Estate | $736.8M | $597K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Reuben Schwartz Control | Chief Executive Officer And Chairman | Under 5% | 2013 |
| Erick Steven Harris Control | General Counsel | Under 5% | 2024 |
| Michelle Christine Wells Control | Managing Partner, Investor Relations | Under 5% | 2022 |
Waterton Investment Adviser, L.L.C. reports $4.5 billion in regulatory assets under management on its Form ADV.
Waterton Investment Adviser, L.L.C. manages 11 private funds with combined gross assets of $4.4 billion.
Waterton Investment Adviser, L.L.C. reports 224 employees.
Waterton Investment Adviser, L.L.C. is based in Chicago, IL and has been SEC-registered since 2017.
Waterton Investment Adviser, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 222 S. Riverside Plaza, Suite 2000, Chicago, IL 60606 |
| Phone | 312-948-4500 |
| Fax | 312-948-4501 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $4.51B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.51B |