Towle & Co

RIASEC RegisteredEst. 1981

Total AUM

$474M

Discretionary

$474M

100% of AUM

Avg account

$15.3M

Accounts

31

Employees

9

Advisory reps

6

Firm details

Headquarters: Denver, Colorado
CRD number: 110862
Registered since: December 10, 1981
Website: towleco.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies35.61%
Pooled Investment Vehicles32.21%
Charitable Organizations15.45%
HNWI10.85%
State / Municipal Government4.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Towle & Co is a corporation organized as a hedge fund manager and registered with the SEC since 1981. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across separately managed accounts, pooled vehicles and investment companies. Towle & Co operates in roles that include CPO/CTA responsibilities and acting as sponsor, general partner or managing member of pooled investment vehicles. Its client fee structure combines a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents6%

Owners & executives

2 of 2

Christopher Towle
President, CEO and Portfolio ManagerCRD 2654067
Cari Hopfensperger
Chief Compliance OfficerCRD 5674708

Contacts

3 of 4

Brett Meyer
Head of Capital FormationCRD 5751547
Gabriel Barthelmess
Portfolio ManagerCRD 7171562
Peter Lewis
Portfolio ManagerCRD 2139294

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 15

Active vs passive

$19.3M in ETFs

Passive

72%

$14M

Active

13%

$5.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
WISDOMTREE US LARGECAP FUND (EPS)	Wisdom Tree	Passive	Large Blend	$2.6M	38,806	13.67%

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Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area: Denver-Aurora, CO
Region: West
County: Denver
Address: 720 S Colorado Blvd
Time zone: MT (UTC-7)
Office locations

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