Waterton Investment Adviser LLC
Legal Name: WATERTON INVESTMENT ADVISER, L.L.C.
Full Contact Details
Waterton Investment Adviser LLC
30 S. WACKER DRIVE, 36TH FLOOR, CHICAGO, IL
312-948-4500
312-948-4501
Other Info
Waterton Investment Adviser LLC is legally known as WATERTON INVESTMENT ADVISER, L.L.C.. It is a DE Limited Liability Company. This firm has 203 employees, of which 48 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 27, 2017.
Direct Owners
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DAVID REUBEN SCHWARTZ
CHIEF EXECUTIVE OFFICER AND CHAIRMAN owns less than 5%
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DOUGLAS GEORGE DENYER
CHIEF FINANCIAL OFFICER owns less than 5%
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ERIN HARRIS ANKIN
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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PETER MICHAEL VILIM
VICE CHAIRMAN owns less than 5%
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RICHARD HANFORD HURD
CHIEF INVESTMENT OFFICER owns less than 5%
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WATERTON ASSOCIATES L.L.C.
MEMBER owns 75% or more
Indirect Owners
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DAVID REUBEN SCHWARTZ
TRUSTEE
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DAVID SCHWARTZ FAMILY GIFT TRUST
MEMBER owns more than 25% but less than 50%
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JAMIE DIAMOND SCHWARTZ
TRUSTEE
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JAMIE DIAMOND SCHWARTZ FAMILY GIFT TRUST
MEMBER owns more than 50% but less than 75%
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SC INTERMEDIATE, L.L.C.
MEMBER owns 75% or more
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SCHWARTZ CONSOLIDATED, L.L.C.
MEMBER owns 75% or more
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WATERTON ENTERPRISES, L.L.C.
MEMBER owns 75% or more
Custodians
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BANK OF AMERICA N.A.
United States -
BANK OF AMERICA NA
United States -
WELLS FARGO BANK NA
United States