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David Schwartz Family Gift Trust

MemberWaterton Investment Adviser, L.L.C.

About David Schwartz Family Gift Trust

David Schwartz Family Gift Trust is listed as Member at Waterton Investment Adviser, L.L.C. in Chicago, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Waterton Investment Adviser, L.L.C.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does David Schwartz Family Gift Trust work?

David Schwartz Family Gift Trust is listed as Member at Waterton Investment Adviser, L.L.C. on SEC Form ADV.

How much of Waterton Investment Adviser, L.L.C. does David Schwartz Family Gift Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Waterton Investment Adviser, L.L.C.

TitleMember
Ownership25-50%
Control personYes
Since2011