# LM WATERHOUSE & CO., INC.

LM WATERHOUSE & CO., INC. of VALHALLA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 111053
- Type: SEC-registered investment adviser
- SEC file number: 801-16035
- Location: 100 SUMMIT LAKE DRIVE SUITE 140, VALHALLA, NY, 15095
- Phone: 9149605635
- Latest filing: 2019-05-14
- Regulatory AUM: $300.0M
- Discretionary AUM: $150.0M
- Non-discretionary AUM: $150.0M
- Clients: 3
- Accounts: 10

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [WATERHOUSE LAWRENCE MICHAEL](https://search.stillhousedata.com/person/729939) | CHAIRMAN; CONSULTANT OF COUNSEL | — |
| [WATERHOUSE PATRICK ROBERT](https://search.stillhousedata.com/person/767937) | CO - CHIEF EXECUTIVE OFFICER; PRESIDENT & COO | — |
| [WATERHOUSE KEVIN CHARLES](https://search.stillhousedata.com/person/767938) | CO-CHIEF EXECUTIVE OFFICER; VICE PRESIDENT | — |
| [GROFF KYLE LANING](https://search.stillhousedata.com/person/767939) | VICE PRESIDENT; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| [GROFF CHRISTIN ALANI](https://search.stillhousedata.com/person/770429) | VICE PRESIDENT | — |
| [LORD STEVEN BRADLEY](https://search.stillhousedata.com/person/770430) | VICE PRESIDENT - SECRETARY | — |
| [WATERHOUSE CHRISTIN ALANI](https://search.stillhousedata.com/person/789278) | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111053/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111053/similar
- Related entities: https://search.stillhousedata.com/firm/111053/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111053

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.