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 limited liability company that operates with a hedge fund orientation and serves institutional clients. The firm is SEC-registered (2022) and is owned by an individual. Its business model combines operating as a CPO/CTA with advisory responsibilities for pooled vehicles, and it also evaluates and selects third-party advisers. Compensation includes both a percentage-of-assets fee and performance-based fees. West Tower positions itself around active alternatives and pooled-vehicle management rather than traditional retail advisory services. The firm does not identify as an ESG-focused investor and is not designated as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Roland Vetter

    Roland Vetter

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7646424

Contacts

3 of 3
  • Charles Honey

    Charles Honey

    Managing PartnerCRD 2265641

  • Gerard Polizzi

    Gerard Polizzi

    Managing DirectorCRD 2451356

  • Moemoe Chaee

    CRD 8241538

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth