Managers/Private equity/Illinois/Waterton Investment Adviser

Waterton Investment Adviser

Waterton Investment Adviser is a private equity manager in Chicago, IL. It is registered with the SEC as an investment adviser with $4.3B in regulatory assets and 226 staff. It has 2 funds on file, the latest reported in December 2023.

Funds on file
2
Raised, all funds
$3.1B
Regulatory assets
$4.3B
Staff
226
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Dec 2023 WATERTON RESIDENTIAL PROPERTY VENTURE XV, L.P. Private equity $1.5B $2B
Dec 2023 WATERTON RESIDENTIAL PROPERTY VENTURE XV NON-U.S., L.P. Private equity $1.5B $2B

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$4.3B
Employees226
Clients17 private funds.
Control personsStephanie, Foster Brock, Erick, Steven Harris, Richard, Hanford Hurd, Todd, Andrew Joseph, Phil, Joseph Lukowski, Tara Marszewski.
Private funds12 private funds holding $4.7B in gross assets.

Private funds it reports

FundTypeGross assets
Waterton Residential Property Venture XV Real estate $1.1B
Waterton Residential Property Venture Xiv Real estate $1.1B
Waterton Residential Property Venture Xiii Real estate $857.2M
Waterton Residential Property Venture XV Non-u.s. Real estate $395.6M
Waterton Residential Property Venture Xiv Non-u.s. Real estate $322.3M
Waterton Residential Property Venture Xiii Parallel Fund Real estate $311.1M
Waterton Residential Property Venture Xiii Edge Co-invest Real estate $214M
Waterton Residential Property Venture Xii Real estate $198.8M
Wrpv Xiv Shoreham-tides Co-invest Real estate $85.8M
Waterton Residential Property Venture XI Real estate $41.2M
Waterton Residential Property Venture XI (PF-1) Real estate $6.2M
Multifamily Credit Income Fund - Waterton II Real estate $0