Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-16622
FINRA CRD number
110862
AUM ?
$843.00 mm
(as of 29 Jun 22)
Accounts
85
(as of 29 Jun 22)
Employees
9
(5 investment advisory or research)
Address
Towle Capital Partners
1610 DES PERES ROAD
SUITE 250
ST LOUIS
MO 63131
1610 DES PERES ROAD
SUITE 250
ST LOUIS
MO 63131
Office hours
Monday - Friday, 8:30AM-4PM (MOUNTAIN)
Phone
3148220204
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Towle, Christopher, Daly | Chief Executive Officer; Trustee of the Woody Trust | 07/2009 | 25-50% |
the Woody Trust | Ownership Trust | 12/2020 | 25-50% |
Hopfensperger, Cari, Ann | Chief Compliance Officer | 10/2021 | < 5% |
Shields, James, Matthew | Head of Private Funds | 10/2021 | < 5% |
Wishwood, LLC | Ownership Entity | 01/2022 | 50-75% |
Towle, Christopher, Daly | Sole Owner of Wishwood LLC | 01/2022 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Towle & Co | $843.00 mm | |
Towle Capital Partners, LP | $94.00 mm | Other Private Fund |
Towle Evolution Master Fund, LP | Hedge Fund | |
Towle Evolution Fund International, LP | ||
Towle Evolution Fund, LP |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $17.66 mm, 18 investors
19 Sep 23
D/A
Indefinite amount in investment fund, sold $17.16M, 18 investors
20 Sep 22
D/A
Indefinite amount in investment fund, sold $16.61M, 18 investors
1 Nov 21
D/A
Indefinite amount in investment fund, sold $16.61M, 18 investors
21 Sep 21
D/A
Indefinite amount in investment fund, sold $16.61M, 18 investors
22 Sep 20
D/A
Indefinite amount in investment fund, sold $15.69M, 18 investors
23 Sep 19
D/A
Indefinite amount in investment fund, sold $15.36M, 17 investors
24 Sep 18
D
Indefinite amount in investment fund
25 Sep 17
Latest ownership filings
No filings