MOONTOWER ASSET MANAGEMENT LP
Adviser information for MOONTOWER ASSET MANAGEMENT LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129323 |
|---|---|
| SEC ERA File Number | 802-129323 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328999 |
| Legal Entity Identifier | None |
Principal Office
1702 WINDSOR RDAUSTIN
TX
United States
Monday - Friday, 9AM - 5PM
Tel: 737-230-6207, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| GENERAL PARTNER | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MOONTOWER BIXBY I LP | Private Equity Fund | $0.3M | $0.3M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEWART, CONNOR, RAMSAY | Individual | – | PARTNER | 05/2022 | < 5% |
| TAYLOR, ROBERT, JOHN | Individual | – | CHIEF FINANCIAL OFFICER | 06/2023 | < 5% |
| Valdez, Russell, James | Individual | – | MANAGING PARTNER | 05/2022 | < 5% |
| MOONTOWER ASSET MANAGEMENT HOLDINGS LP | Domestic Entity | – | OWNER OF LIMITED PARTNERSHIP INTETERESTS | 05/2022 | > 75% |
| MOONTOWER GROUP LP | Domestic Entity | MOONTOWER ASSET MANAGEMENT HOLDINGS LP | SOLE OWNER | 05/2022 | > 75% |
| HOUSE PARK LLC | Domestic Entity | MOONTOWER GROUP LP | PARTNER | 05/2022 | 50-75% |
| SIYEH MT HOLDINGS LLC | Domestic Entity | MOONTOWER GROUP LP | PARTNER | 05/2022 | 25-50% |
| Valdez, Russell, James | Individual | HOUSE PARK LLC | MEMBER | 05/2022 | > 75% |
| STEWART, CONNOR, RAMSAY | Individual | SIYEH MT HOLDINGS LLC | MEMBER | 05/2022 | > 75% |