BLUE TOWER ASSET MANAGEMENT, LLC

Overview

Blue Tower Asset Management, LLC is a small, privately owned advisory firm that runs discretionary portfolios for individuals, families and a limited set of institutional or small business clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management rather than pension consulting or multi-state advisory services. Its filings show a clear tilt toward publicly traded equities as the primary allocation tool, and it does not identify as an active ESG investor. Operationally, the adviser appears to be a compact, owner-led practice that acts as the portfolio manager for client accounts rather than a capital allocator or multi-manager platform. The firm’s use of a retail/active broker custodian and its equity preference suggest an emphasis on liquid, exchange-traded instruments and hands-on portfolio management (rebalancing, positioning, tax management) over running pooled mutual funds or separate institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices