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Blacktower Financial Management (US) LLC

● SEC registered since 2017CRD 289142SEC# 801-111088Orlando, FL
Export (members)
Reg. AUM
$254.4M
Employees
29
Accounts
480
Location
Orlando, FL

Blacktower Financial Management (US) LLC assets under management

Blacktower Financial Management (US) LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2017. It reports $254.4 million in regulatory assets under management and employs 29 people.

Blacktower Financial Management (US) LLC owners & executives

4 reported
NameTitleOwnershipSince
Bfm Administrative Services Ltd ControlOwnerOver 75%2017
Dinitia Yvonne Cazy ControlChief Compliance OfficerUnder 5%2024
John Charles Westwood ControlShareholder50-75%2014
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Frequently asked questions

How much does Blacktower Financial Management (US) LLC manage?

Blacktower Financial Management (US) LLC reports $254.4 million in regulatory assets under management on its Form ADV.

How many employees does Blacktower Financial Management (US) LLC have?

Blacktower Financial Management (US) LLC reports 29 employees.

Where is Blacktower Financial Management (US) LLC located?

Blacktower Financial Management (US) LLC is based in Orlando, FL and has been SEC-registered since 2017.

Does Blacktower Financial Management (US) LLC disclose fund performance?

Blacktower Financial Management (US) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4700 Millenia Boulevard, Sute 175, Orlando, FL 32839
Phone1-407-362-7753
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$254.4M▲ 107%
Mar '25 — $122.8MApr '25 — $122.8MMay '25 — $122.8MJun '25 — $122.8MJul '25 — $122.8MAug '25 — $122.8MSep '25 — $122.8MOct '25 — $122.8MNov '25 — $122.8MDec '25 — $122.8MJan '26 — $122.8MFeb '26 — $122.8MMar '26 — $254.4MApr '26 — $254.4MMay '26 — $254.4MJun '26 — $254.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$254.4Mregulatory AUM
Discretionary $254.4M