Waterton Associates L.L.C. is a pension cosultant based in Chicago. It manages $71.68 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.
Waterton Associates L.L.C provides pension consulting services and manage commingled funds that invest in real estate. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Waterton Associates L.L.C. is $71.68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Waterton Associates L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marc (Nmn) Swerdlow has been acting as President since 1 Sep 2010. Douglas George Denyer joined the executive team most recently as the Chief Financial Officer.
The principal office where Waterton Associates L.L.C. performs its advisory services is located at 30 S. Wacker Drive, Suite 3600, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Plano, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-948-4500 or by fax 312-948-4501. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.watertonassociates.com.