Moontower Asset Management manages privately offered investment funds, including those focused on real assets (Heritage Funds) and financial services (Bixby Funds). They may also manage other private funds for institutional investors. Investment advice is provided directly to the funds, not to individual investors in the funds. Moontower's investment strategies are detailed in the governing documents of each client fund.
Assets Under Management$400M
Clients5
AdvisorsN/A
Avg. per Client$80M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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