Managing Partner · Moontower Asset Management LP
Russell J. Valdez
CRD 6848498 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Moontower Asset Management LP, an SEC-registered private fund adviser based in Austin, TX with $419 million in regulatory assets, lists Russell J. Valdez on its Form ADV as Managing Partner, a control person. The SEC filings also name Russell at 1 other registered adviser.
Firms and roles
- Moontower Asset Management LPManaging PartnerPrivate fund adviser · Austin, TX · $419M in regulatory assets
- F L Putnam Investment Management Co.DirectorWealth manager · Lynnfield, MA · $9.7B in regulatory assets
AtlasMembers
Russell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Connor R. StewartPartner, Moontower Asset Management LP
- Robert J. TaylorChief Financial Officer, Moontower Asset Management LP
- Eric D. SmithChief Compliance Officer, Moontower Asset Management LP
- Richard Marcel CardilloGeneral Counsel, Moontower Asset Management LP
- Susanne StaufferDirector, F L Putnam Investment Management Co.
10 more people named with Russell on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Russell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.