WATERTON INVESTMENT ADVISER, L.L.C.

222 S. Riverside Plaza
Suite 2000
Chicago, Illinois 60606
Tel: 312-948-4500

About WATERTON INVESTMENT ADVISER, L.L.C.

WATERTON INVESTMENT ADVISER, LLC, formally registered with the SEC as WATERTON INVESTMENT ADVISER, LLC. The firm was established in 01/27/2017. They have over 6 offices throughout the country.

WATERTON INVESTMENT ADVISER, L.L.C. is a Chicago, Illinois based Financial Planning firm with nearly $4,726,428,452 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 218 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285602
SEC#	801-109009
Assets Managed by Firm	$4,726,428,452
No. of Clients	16
No. of Advisors	218

Fee Structure

Fixed fees
Performance Based
Other (PERCENT OF CAPITAL, PROPERTY MGT, ACQUISITION, CONSTRUCTION)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$4,726,428,452

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