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 organized as a limited partnership and operates as a hedge fund that primarily serves institutional clients. The firm is registered with the SEC (since 2019) and conducts portfolio management for pooled investment vehicles while also operating in roles tied to commodity pool operator/commodity trading advisor activity. Its compensation structure combines an asset-based fee with performance-based fees. Watchtower does not describe itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • SKY WILBER

    Managing Partner and Chief Investment OfficerCRD 6029099

  • CHARLES O'NEILL

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

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

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