WATERTON INVESTMENT ADVISER, L.L.C.

Overview

Waterton Investment Adviser, L.L.C. is an SEC-registered limited liability company that manages pooled investment vehicles with a principal emphasis on real estate strategies. The firm is structured to serve institutional clients and acts in sponsor/GP and portfolio-management roles for its funds; it is not primarily a capital allocator to external managers. Registered in 2017, Waterton reports being an active ESG investor and employs a mix of fee arrangements, including fixed and performance-based fees. Its advisory mandate is focused on managing pooled vehicles rather than providing separate-account investment advisory services. Regulatory filings indicate affiliations consistent with operating as an investment adviser and as a sponsor or managing member of pooled investment vehicles, and the firm may carry roles typically associated with commodity pool operators or commodity trading advisers where relevant to its strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices