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
Website: www.westtowergroup.com
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 an individual-owned limited liability company that registered with the SEC in 2022 and operates as a hedge fund manager serving institutional clients. Its business activities include acting as a CPO/CTA and sponsoring or serving as GP/managing member of pooled investment vehicles. The firm provides portfolio management for pooled vehicles and selects sub-advisers when appropriate. Compensation is a mix of a percentage of assets under management and performance-based fees. West Tower Group does not flag itself as an active ESG investor and is not designated as a multi-state adviser.

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

Owners & executives

1 of 1

Roland Vetter
Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7646424

Contacts

3 of 3

Charles Honey
Managing PartnerCRD 2265641
Gerard Polizzi
Managing DirectorCRD 2451356
Moemoe Chaee
CRD 8241538

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$532K in ETFs

Passive

100%

$532K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PROSHARES TRUST VIX SHORT-TERM FUTURES (VIXY)	ProShares	Passive	Trading Miscellaneous	$532K	25,000	100.00%

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

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