Blue Tower Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,617,315
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
47
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$1,076,964
About
Blue Tower Asset Management, LLC provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub‑advisor to clients of other advisory firms. The firm manages client assets through replicated separately managed accounts and reported approximately $50.6 million in discretionary assets across 49 accounts as of January 1, 2026.
The adviser follows a value‑oriented, fundamental research process, seeking high‑quality businesses with strong balance sheets, attractive forward free cash flow, and capital allocators that create shareholder value; its flagship Blue Tower Global Value strategy is typically concentrated in 15–25 securities. Blue Tower operates with an unconstrained, long‑term mandate (investing across market caps, industries, and geographies) and emphasizes analysis of capital intensity, pricing power, and downside risk to intrinsic value.
Distinctive features for a small, solo adviser include its formal sub‑advisory offering to other firms and its explicit acceptance of corporate clients, both described in the brochure. The firm’s materials also disclose operational details—replicated SMAs, custody through Interactive Brokers, monthly fee billing, and a concentrated global value approach—which together set its practice model apart from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$0 - $500,000: 1.50% $500,001 - $2,500,000: 1.30% $2,500,001+: 1.10%
Account minimum: $100,000
Main office location
Blue Tower Asset Management, LLC
311 Ranch Road 620 S, Suite 111
Austin TX 78734-4749, United States
Number of offices
1
Most active in
Blue Tower Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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