← Tributary

BELLTOWER PARTNERS

NEW YORK, NY · CRD 333385 · IAPD ↗ · belltowerpartners.com · 212-960-8042

$681.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — BELLTOWER PARTNERS crossed $500M in regulatory AUM ($477.7M -> $681.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2025 — BELLTOWER PARTNERS now reports custody of client assets ($477.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
March 2025 — BELLTOWER PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
March 2025 — BELLTOWER PARTNERS now reports 4 private fund(s) ($477.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
November 2024 — BELLTOWER PARTNERS (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.