BELLTOWER PARTNERS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MEGAN COOLEY
Controller & Chief Compliance OfficerCRD 7990139
KEWSONG LEE
CEOCRD 6876015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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