Investment adviser · CRD 323520
WEST TOWER GROUP, LLC
RICHMOND, VA, United States · Form ADV filed Mar 2, 2023
- Regulatory AUM
- $488M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 9 | $487,897,331 | 100.0% |
Filing source
Form ADV 1723549 · Mar 2, 2023 · Item 5.D
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
BOFA SECURITIES, INC.
Custodian · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
3 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTDHedge Fund · Master$292MGross asset value
Form D fundraising filings
View filings for the issuers linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 1266
BNP PARIBAS BANK & TRUST CAYMAN LIMITED
LEI 213800V3EY3231JUM249
GOLDMAN SACHS & CO. LLC
SEC 8-129
MORGAN STANLEY
CRD 149777 · SEC 801-70103
Fund details & source
- Fund ID
- 805-7732827835
- Reported beneficial owners
- 53
- Minimum commitment
- $1M
- Form D file number
- 021-53697
- Form D file number
- 021-129318
Form ADV 1723549 · Mar 2, 2023 · Schedule D 7.B.(1)
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
WEST TOWER PARTNERS SPCHedge Fund · Master$174MGross asset value
Form D fundraising filings
View filings for the issuers linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 1266
BNP PARIBAS SECURITIES CORP.
SEC 8-32682
BOFA SECURITIES, INC.
SEC 8-69787
GOLDMAN SACHS & CO. LLC
SEC 8-129
Fund details & source
- Fund ID
- 805-4181183105
- Reported beneficial owners
- 19
- Minimum commitment
- $1M
- Form D file number
- 021-215761
- Form D file number
- 021-215762
Form ADV 1723549 · Mar 2, 2023 · Schedule D 7.B.(1)
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
PRIVATE ADVISORS HEDGED EQUITY MASTER FUNDHedge Fund · Master$22.5MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
BNP PARIBAS BANK & TRUST CAYMAN LIMITED
LEI 213800V3EY3231JUM249
GOLDMAN SACHS & CO. LLC
SEC 8-129
Fund details & source
- Fund ID
- 805-8513234277
- Reported beneficial owners
- 37
- Minimum commitment
- $1M
- Form D file number
- 021-70833
- Form D file number
- 021-41131
Form ADV 1723549 · Mar 2, 2023 · Schedule D 7.B.(1)
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Jan 31, 2023 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1723549 · Mar 2, 2023 · Items 1 & 5
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $488M
- Non-discretionary
- $0
Filing history · 0 annual filings
Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
1021 EAST CARY STREET, SUITE 700RICHMOND, VA, 23219, United States
CRD 323520
Filing source
Form ADV 1723549 · Mar 2, 2023 · Items 1 & 5
Reported by WEST TOWER GROUP, LLC (CRD 323520).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.