MOONTOWER ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$419M
Discretionary
$227M
54% of AUM
Avg account
$69.9M
Accounts
6
Employees
16
Advisory reps
5

Firm details

Headquarters
AUSTIN, Texas
CRD number
328999
Registered since
January 21, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moontower Asset Management LP is a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm provides portfolio management for its own funds and serves as a sponsor and managing member of those pooled vehicles, taking both advisory and operational roles. Its fee structure combines a percentage of assets under management with performance-based fees, reflecting a carry-style alignment common in private funds. Investment activity centers on private-market strategies and liquid alternatives. Moontower identifies itself as an active ESG investor, which suggests ESG criteria are integrated into manager selection, portfolio construction or engagement practices across its funds. The firm is structured to serve a small number of sizable institutional clients rather than a broad retail base, and it does not present itself as a capital allocator to external separate accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • ROBERT TAYLOR

    Chief Financial OfficerCRD 6022121

Contacts

3 of 4
  • RICHARD MARCEL CARDILLO

    General CounselCRD 8042561

  • Russell Valdez

    Managing Partner and Co-FounderCRD 6848498

  • ERIC SMITH

    Financial Advisor and Registered RepresentativeCRD 5588560

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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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1111 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth