Watchtower Advisors, LP

RIASEC RegisteredEst. 2019
Total AUM
$289M
Discretionary
$289M
100% of AUM
Avg account
$96.5M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
Old Greenwich, Connecticut
CRD number
299887
Registered since
February 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Watchtower Advisors, LP is a hedge fund organized as a limited partnership and registered with the SEC in 2019. The firm serves institutional clients and acts as an adviser and operator of pooled investment vehicles, performing portfolio management for those vehicles and functioning in roles consistent with CPO/CTA activity. It is organized as a domestic entity with individual ownership and carries a fee arrangement that includes a percentage-of-AUM component plus performance-based fees. The firm does not identify as an active ESG investor. Watchtower also appears engaged in sponsor and general-partner activities for pooled vehicles, indicating it both manages and sponsors investment structures rather than acting solely as a passive allocator.

Assets & Accounts

Public Holdings

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
  • Sky Wilber

    Sky Wilber

    Managing Partner and Chief Investment OfficerCRD 6029099

  • Charles O'neill

    Charles O'neill

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 5930077

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

Old Greenwich, CT

Fairfield

Location

Old Greenwich, CT

Headquartered in Old Greenwich, CT, 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
Fairfield
Address
1700 E Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth