WATERTON INVESTMENT ADVISER, L.L.C. of CHICAGO, IL is an SEC-registered investment adviser (CRD 285602). Regulatory assets under management: $4.3B.
Compensation: Fixed, Performance, Other.
Clients served: Investment cos.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| David Reuben Schwartz | CHIEF EXECUTIVE OFFICER AND CHAIRMAN; TRUSTEE | — |
| Peter Michael Vilim | VICE CHAIRMAN | — |
| Richard Hanford Hurd | MANAGING PARTNER, INVESTMENT MANAGEMENT | — |
| Tara Lynn Marszewski | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER; MANAGING PARTNER AND CHIEF FINANCIAL OFFICER & ADMINISTRATIVE OFFICER | — |
| Todd Andrew Joseph | CHIEF COMPLIANCE OFFICER | — |
| Michelle Christine Wells | MANAGING PARTNER, INVESTOR RELATIONS | — |
| Stephanie Foster Brock | MANAGING PARTNER, PROPERTY MANAGEMENT | — |
| Phil Joseph Lukowski | MANAGING PARTNER, PORTFOLIO MANAGEMENT | — |
| Erick Steven Harris | GENERAL COUNSEL; MANAGING PARTNER, GENERAL COUNSEL | — |
| Jamie Diamond Schwartz | TRUSTEE | — |
| Tara Marszewski | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER | — |
| SCHWARTZ JAMIE DIAMOND | TRUSTEE | — |
| DENYER DOUGLAS GEORGE | CHIEF FINANCIAL OFFICER | — |
| SCHWARTZ DAVID REUBEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHAIRMAN; TRUSTEE | — |
| VILIM PETER MICHAEL | MANAGER; VICE CHAIRMAN | — |
| ANKIN ERIN HARRIS | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND GENERAL COUNSEL | — |
| Hurd Richard Hanford | CHIEF INVESTMENT OFFICER; MANAGING PARTNER, INVESTMENT MANAGEMENT | — |
| Harris Ashley Steven | GENERAL COUNSEL | — |
| MARSZEWSKI TARA | CHIEF FINANCIAL OFFICER; MANAGING PARTNER AND CHIEF FINANCIAL OFFICER | — |
| JOSEPH TODD ANDREW | CHIEF COMPLIANCE OFFICER | — |
| LUKOWSKI PHIL NMN | MANAGING PARTNER, PORTFOLIO MANAGEMENT | — |
| WELLS MICHELLE CHRISTINE | MANAGING PARTNER, INVESTOR RELATIONS | — |
| BROCK STEPHANIE NMN | MANAGING PARTNER, PROPERTY MANAGEMENT | — |
| BROCK STEPHANIE FOSTER | MANAGING PARTNER, PROPERTY MANAGEMENT | — |
| LUKOWSKI PHIL JOSEPH | MANAGING PARTNER, PORTFOLIO MANAGEMENT | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WATERTON RESIDENTIAL PROPERTY VENTURE XV, L.P. | Real Estate Fund | Delaware | 28 | $1.4B | $500K |
| WATERTON RESIDENTIAL PROPERTY VENTURE XIV, L.P. | Real Estate Fund | Delaware | 38 | $1.0B | $500K |
| WATERTON RESIDENTIAL PROPERTY VENTURE XIII, L.P. | Real Estate Fund | Delaware | 23 | $599.2M | $597K |
| WATERTON RESIDENTIAL PROPERTY VENTURE XV NON-U.S., L.P. | Real Estate Fund | Delaware | 6 | $442.0M | $5.5M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XIV NON-U.S., L.P. | Real Estate Fund | Delaware | 6 | $297.7M | $5.0M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XIII PARALLEL FUND, L.P. | Real Estate Fund | Delaware | 4 | $214.4M | $33.8M |
| WRPV XIV SHOREHAM-TIDES CO-INVEST, L.P. | Real Estate Fund | Delaware | 4 | $91.5M | $12.2M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XIII EDGE CO-INVEST, L.P. | Real Estate Fund | Delaware | 4 | $90.2M | $20.3M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XII, L.P. | Real Estate Fund | Delaware | 55 | $72.1M | $10.0M |
| WRPV XV CREDIT CO-INVEST, L.P. | Real Estate Fund | Delaware | 3 | $45.1M | $11.0M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XI, L.P. | Real Estate Fund | Delaware | 8 | $2.5M | $200.0M |
| WATERTON RESIDENTIAL PROPERTY VENTURE XI (PF-1), L.P. | Real Estate Fund | Delaware | 57 | $369K | $100.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| OJAI | CA | 1 | 312-948-4500 |
| — | — | 1 | 3034780320 |
| — | — | 1 | 312-476-2099 |
| — | — | 1 | 3129484572 |