Towle & Co

RIASEC RegisteredEst. 1981

Total AUM

$474M

Discretionary

$474M

100% of AUM

Avg account

$15.3M

Accounts

Employees

Advisory reps

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 that has been SEC-registered since 1981 and operates with a hedge-fund orientation. The firm serves both high-net-worth individuals and families as well as institutional clients, and charges a mix of asset-based and performance-linked fees. Towle & Co acts in multiple portfolio-management roles — managing separate accounts for individuals and small businesses, running portfolios for investment companies and pooled vehicles, and providing portfolio management for institutional clients. The firm also performs CPO/CTA functions and can act as sponsor, general partner, or managing member of pooled investment vehicles. Towle & Co reports an equity-first investment preference and does not identify as an active ESG investor.