WEST TOWER GROUP, LLC

RIASEC RegisteredEst. 2022
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$15.8M
Accounts
9
Employees
10
Advisory reps
4

Firm details

Headquarters
RICHMOND, Virginia
CRD number
323520
Registered since
November 17, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

West Tower Group, LLC is structured as a manager of pooled alternative investment vehicles, registered with the SEC since 2022 and organized as an LLC. The firm operates primarily as a hedge fund manager and reports institutional clients as its core client base. It functions in roles typical of a sponsor/GP and managing member of pooled vehicles and carries CPO/CTA designations tied to commodity and futures activity. Its advisory model emphasizes portfolio management for pooled investment vehicles and the selection of sub-advisers. Compensation includes a standard percentage-of-AUM management fee alongside performance-based fees. The firm does not position itself as an ESG investor and is not presented as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • ROLAND VETTER

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7646424

Contacts

3 of 3
  • CHARLES HONEY

    Managing PartnerCRD 2265641

  • GERARD POLIZZI

    Managing DirectorCRD 2451356

  • MOEMOE CHAEE

    CRD 8241538

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

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
1021 E Cary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth