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SEC-registered adviser

W••• T•••• G••••• L••

Asset manager (funds and pooled vehicles)Richmond, VirginiaCRD 323520SEC 801-126893websiteIAPD
Latest filing Jun 30, 2026
First filing on the tape Oct 18, 2022 · 15 filings
SEC status approved since Nov 17, 2022
RAUM
$142M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$142M as of Jun 30, 2026
May 2, 2023$578M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
May 2, 20230 then
Employees (5.A)10 as of Jun 30, 2026
May 2, 202316 then
Private funds4 as of Jun 30, 2026
May 2, 20233 then
RAUM -18% over the last fiscal year-37% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$15.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-18%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody
$142M, 9 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$142M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$142M for 9 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      P•••••• A••••••• H••••• E••••• M••••• F•••• L••Hedge Fund$200M53Mar 30, 2012
      W••• T•••• P••••••• S••Hedge Fund$160M15Mar 31, 2014
      P•••••• A••••••• H••••• E••••• M••••• F•••Hedge Fund$17.0M39Mar 30, 2012
      W••• T•••• O••••••••• L•Hedge Fund$7.3M10Jun 27, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • H••••• C••••••• H••••• G•••••• · Managing Partner, Chief Investment Officercontrol
        since 07/2022 · owns 50% to 75%
      • P••••••• G•••••• J•••• · Managing Partner, Chief Operating Officercontrol
        since 12/2022 · owns 10% to 25%
      • V•••••• R•••••• W••••• · Chief Financial Officer, Chief Compliance Officer, Partnercontrol
        since 10/2022 · owns less than 5%
      Related persons
      Schedule D 7.A
      • W••• T•••• O••••••••• G•• L••
        pooled vehicle sponsory
      • W•• G•• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 6 to 5
        Jun 25, 2025 to Mar 30, 2026
      • Assets in custody · $174M to $142M
        Jun 25, 2025 to Mar 30, 2026
      • Discretionary RAUM · $174M to $142M
        Jun 25, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $174M to $142M
        Jun 25, 2025 to Mar 30, 2026
      • RAUM · $174M to $142M
        Jun 25, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Apr 28, 2025 to Jun 25, 2025
      • Accounts · 10 to 9
        Jul 16, 2024 to Apr 28, 2025
      • Advisory employees · 5 to 6
        Jul 16, 2024 to Apr 28, 2025
      • Pooled vehicle clients · 10 to 9
        Jul 16, 2024 to Apr 28, 2025
      • Assets in custody · $384M to $174M
        Jul 16, 2024 to Apr 28, 2025
      • Employees · 9 to 10
        Jul 16, 2024 to Apr 28, 2025
      • Discretionary RAUM · $384M to $174M
        Jul 16, 2024 to Apr 28, 2025
      • Pooled vehicle RAUM · $384M to $174M
        Jul 16, 2024 to Apr 28, 2025
      • RAUM · $384M to $174M
        Jul 16, 2024 to Apr 28, 2025
      • Advisory employees · 6 to 5
        Mar 31, 2024 to Jul 16, 2024
      • Employees · 12 to 9
        Mar 31, 2024 to Jul 16, 2024
      • Advisory employees · 13 to 6
        Dec 5, 2023 to Mar 31, 2024
      • Assets in custody · $454M to $384M
        Dec 5, 2023 to Mar 31, 2024
      • Employees · 20 to 12
        Dec 5, 2023 to Mar 31, 2024
      • Discretionary RAUM · $454M to $384M
        Dec 5, 2023 to Mar 31, 2024
      • Pooled vehicle RAUM · $454M to $384M
        Dec 5, 2023 to Mar 31, 2024
      • RAUM · $454M to $384M
        Dec 5, 2023 to Mar 31, 2024
      • Other offices · 1 to 0
        Jun 27, 2023 to Dec 5, 2023
      • Accounts · 9 to 10
        May 2, 2023 to Jun 27, 2023
      • Advisory employees · 8 to 13
        May 2, 2023 to Jun 27, 2023
      • Pooled vehicle clients · 9 to 10
        May 2, 2023 to Jun 27, 2023
      • Assets in custody · $578M to $454M
        May 2, 2023 to Jun 27, 2023
      • Employees · 16 to 20
        May 2, 2023 to Jun 27, 2023
      • Private funds · 3 to 4
        May 2, 2023 to Jun 27, 2023
      • Discretionary RAUM · $578M to $454M
        May 2, 2023 to Jun 27, 2023
      • Pooled vehicle RAUM · $578M to $454M
        May 2, 2023 to Jun 27, 2023
      • RAUM · $578M to $454M
        May 2, 2023 to Jun 27, 2023
      • Assets in custody · $488M to $578M
        Apr 24, 2023 to May 2, 2023
      • Discretionary RAUM · $488M to $578M
        Mar 2, 2023 to Apr 24, 2023
      • Pooled vehicle RAUM · $488M to $578M
        Mar 2, 2023 to Apr 24, 2023
      • RAUM · $488M to $578M
        Mar 2, 2023 to Apr 24, 2023
      • Accounts · unset to 9.0
        Dec 20, 2022 to Jan 31, 2023
      • Advisory employees · 5 to 8
        Dec 20, 2022 to Jan 31, 2023
      • Pooled vehicle clients · unset to 9.0
        Dec 20, 2022 to Jan 31, 2023
      • Assets in custody · unset to 487897331.0
        Dec 20, 2022 to Jan 31, 2023
      Signals
      5 dated events
      • W••• T•••• G••••• L•• reported RAUM $173.6M, down 55% from $384.2M (2024-07-16 to 2025-04-28)
        Apr 28, 2025 · RAUM change · derived
      • Edmund Frederick Doucette (Member, Chief Investment Officer) no longer on Schedule A of W••• T•••• G••••• L•• (listed 2023-06-27, absent 2023-12-05)
        Dec 5, 2023 · Control person left · inference
      • J•••• Timothy Tanko (Member, Managing Director) no longer on Schedule A of W••• T•••• G••••• L•• (listed 2023-03-02, absent 2023-04-24)
        Apr 24, 2023 · Control person left · inference
      • J•••• Gerard Polizzi (Chief Operating Officer) appeared on Schedule A of W••• T•••• G••••• L••
        Jan 31, 2023 · Control person joined · fact
      • W••• T•••• G••••• L•• filed its initial SEC registration (Form ADV)
        Oct 18, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/west-tower-groupreportedpublic record, Form ADV, Sep 21, 2026
      Website
      w•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (804) 420-8588reportedpublic record, Form ADV, Jun 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026