BELLTOWER PARTNERS

RIASEC RegisteredEst. 2024
Total AUM
$681M
Discretionary
$681M
100% of AUM
Avg account
$97.3M
Accounts
7
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
333385
Registered since
October 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Belltower Partners operates as a private equity–focused adviser that concentrates on managing pooled investment vehicles for institutional clients. The firm serves as sponsor and general partner on its funds, taking active managerial roles in structuring and running pooled investment vehicles rather than acting solely as a passive allocator. Its advisory mandate centers on private market strategies, and its compensation mix includes asset-based fees plus performance-oriented fees and other charge structures aligned with fund economics. The firm does not position itself as an ESG-active investor and does not present as a multi-state retail adviser; its client base is institutional and its capital-allocation activities are executed through sponsored pooled vehicles and related private fund structures. Belltower Partners’ setup and filings indicate a recently registered SEC advisory status tied to its private-fund activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MEGAN COOLEY

    Controller & Chief Compliance OfficerCRD 7990139

  • KEWSONG LEE

    CEOCRD 6876015

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth