WATERTON INVESTMENT ADVISER, L.L.C.
CRD #285602 SEC #801-109009 CHICAGO, IL 312-948-4500
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$4.5B
Employees
224
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $4.5B | $4.5B | $0 | 224 | 0 |
| Mar 2025 | $4.5B | $4.5B | $0 | 224 | 0 |
| Apr 2024 | $4.7B | $4.7B | $0 | 218 | 0 |
| Mar 2024 | $4.7B | $4.7B | $0 | 218 | 0 |
| Sep 2023 | $3.7B | $3.7B | $0 | 206 | 0 |
| Aug 2023 | $3.7B | $3.7B | $0 | 206 | 0 |
| Mar 2023 | $3.7B | $3.7B | $0 | 206 | 0 |
| Dec 2022 | $3.8B | $3.8B | $0 | 227 | 0 |
| Jul 2022 | $3.8B | $3.8B | $0 | 227 | 0 |
| Jun 2022 | $3.8B | $3.8B | $0 | 227 | 0 |
| Mar 2022 | $3.8B | $3.8B | $0 | 227 | 0 |
| Dec 2021 | $2.8B | $2.8B | $0 | 190 | 3 |
| Jun 2021 | $2.8B | $2.8B | $0 | 190 | 3 |
| Mar 2021 | $196.6M | $196.6M | $0 | 190 | 3 |
| Mar 2020 | $107.8M | $107.8M | $0 | 201 | 2 |
| Mar 2019 | $128M | $128M | $0 | 203 | 2 |
| Mar 2018 | $145.7M | $145.7M | $0 | 141 | 2 |
| Jan 2017 | $100M | $100M | $0 | 144 | 1 |
DateMay 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees224
Clients0
DateMar 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees224
Clients0
DateApr 2024
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees218
Clients0
DateMar 2024
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees218
Clients0
DateSep 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees206
Clients0
DateAug 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees206
Clients0
DateMar 2023
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees206
Clients0
DateDec 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees227
Clients0
DateJul 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees227
Clients0
DateJun 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees227
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees227
Clients0
DateDec 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees190
Clients3
DateJun 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees190
Clients3
DateMar 2021
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees190
Clients3
DateMar 2020
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees201
Clients2
DateMar 2019
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees203
Clients2
DateMar 2018
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees141
Clients2
DateJan 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees144
Clients1