WEST TOWER GROUP, LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2022	$577,972,951	16	May 2, 2023
2023	$384,172,036	12	Mar 31, 2024
2024	$173,564,009	10	Mar 26, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	9	$173,564,009	100.0%

Filing source

Form ADV 1965422 · Mar 26, 2025 · Item 5.D

Reported by WEST TOWER GROUP, LLC (CRD 323520).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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 funds & service providers

1 selected fund records

Largest 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.

View all funds in this filing

WEST TOWER OPPORTUNITIES, LPHedge Fund$6.12MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

West Tower Opportunities, LP

Fund administrator BNP PARIBAS NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG NEW YORK, New York, United States Other funds reporting this name →

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-9037195866
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-481280

Form ADV 1965422 · Mar 26, 2025 · Schedule D 7.B.(1)

Reported by WEST TOWER GROUP, LLC (CRD 323520).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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

View a filing

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Jul 16, 2024 · previous imported filing

Regulatory AUM$384,172,036 → $173,564,009
Client accounts10 → 9
Employees9 → 10

Filing source

Form ADV 1965422 · Mar 26, 2025 · Items 1 & 5

Reported by WEST TOWER GROUP, LLC (CRD 323520).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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: $174M
Non-discretionary: $0

Reported services

Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

1021 EAST CARY STREET, SUITE 700
RICHMOND, VA, 23219, United States

CRD 323520

Filing source

Form ADV 1965422 · Mar 26, 2025 · Items 1 & 5

Reported by WEST TOWER GROUP, LLC (CRD 323520).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.