Towerview Capital, LLC

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$3.9M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
288844
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Towerview Capital, LLC operates as a small, hedge-fund–style advisory firm organized as a limited liability company. The firm focuses on portfolio management for pooled investment vehicles and charges a mix of percentage-of-AUM and performance-based fees, which signals an actively managed strategy designed to generate absolute or relative returns for investors. Towerview targets institutional clients and is owned by individuals rather than another corporate entity. The adviser does not position itself as an ESG investor, is not structured as a multi-state or pension consultant adviser, and is not identified as a related adviser to other firms. Given the firm’s classification and fee structure, its investment approach is likely centered on active, opportunistic management within a pooled vehicle framework rather than a broad retail advisory offering. Its activities are concentrated, which suggests decisions and allocations are managed at the fund level for a small group of investors rather than across a large, diversified retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

2 of 2
  • Jimmy Brown

    FounderCRD 6820431

  • Ryan Brown

    FounderCRD 6805994

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth