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WATERTON INVESTMENT ADVISER, L.L.C.

CRD 285602 · SEC 801-109009

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222 S. RIVERSIDE PLAZA, SUITE 2000, CHICAGO, IL, 60606, United States

Phone

312-948-4500

Fax

312-948-4501

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.33B

Discretionary AUM

$4.33B

Team

226 total employees; 70 advisory reps

Clients

Fees

Fixed fees; Performance-based fees; PERCENT OF CAPITAL, PROPERTY MGT, ACQUISITION, CONSTRUCTION

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles17$4.33B

States served

CO, TX

All web addresses on file

Official SEC filing: View on IAPD