{"url":"https://nivawealth.com/firms/towerbrook-capital-partners-155730","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155730","regulatoryAum":27667691589,"crd":"155730","secFileNumber":"801-74084","legalName":"Towerbrook Capital Partners L.P.","displayName":"Towerbrook Capital Partners","website":"https://www.towerbrook.com/","linkedinUrl":"https://www.linkedin.com/company/towerbrook-capital-partners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"Park Avenue Tower, 65 East 55th Street 19th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022-3362"},"tradeNames":["Atho Capital Management, L.P. (relying Adviser)","Towerbrook Capital Partners (france) LTD. (relying Adviser)","Towerbrook Capital Partners (spain) S.L. (relying Adviser)","Towerbrook Capital Partners (u.k.) LLP (relying Adviser)","Towerbrook Capital Partners Project Ledger Special, L.P. (relying Adviser)","Towerbrook Capital Partners Special IV, L.P. (relying Adviser)","Towerbrook Capital Partners Special R1 CF, L.P. (relying Adviser)","Towerbrook Capital Partners Special TMX, L.P. (relying Adviser)","Towerbrook Capital Partners Special V, L.P. (relying Adviser)","Towerbrook Capital Partners Special VI, L.P. (relying Adviser)","Towerbrook Capital Partners Special VII, L.P. (relying Adviser)","Towerbrook Delta Special II, L.P. (relying Adviser)","Towerbrook Delta Special, L.P. (relying Adviser)","Towerbrook Tso Special II, L.P. (relying Adviser)","Towerbrook Tso Special III, L.P. (relying Adviser)","Towerbrook Tso Special, L.P. (relying Adviser)"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":132,"advisory":95,"brokerDealerReps":12,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":27667691589,"discretionaryAccounts":62,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":68,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":62,"regulatoryAum":27667691589}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Towerbrook Capital Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ian Sacks","title":"Managing Partner of Towerbrook Capital Partners L.P., President of Atho","crd":"7655971"},{"name":"Jennifer Glassman","title":"Chief Financial Officer of Towerbrook Capital Partners L.P.","crd":"5917654"},{"name":"Filippo Cardini","title":"Chief Operating Officer and Head of Ir of Towerbrook Capital Partners L.P.","crd":"5917651"},{"name":"Abrielle Rosenthal","title":"Chief Compliance Officer of Towerbrook Capital Partners L.P.","crd":"5929680"},{"name":"Jonathan Bilzin","title":"Managing Partner, Co-CEO of Towerbrook Capital Partners L.P.","crd":"2526549"},{"name":"Filippo Cardini","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"5917651"},{"name":"Matthew Gerber","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"4566234"},{"name":"Matthew Gerber","title":"Co-Global General Counsel of Towerbrook Capital Partners L.P.","crd":"4566234"},{"name":"Jennifer Glassman","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"5917654"},{"name":"Gordon Holmes","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"2649468"},{"name":"Gordon Holmes","title":"Chief Investment Officer of Towerbrook Capital Partners L.P.","crd":"2649468"},{"name":"Glenn Miller","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"7530305"},{"name":"Glenn Miller","title":"Co-Global General Counsel of Towerbrook Capital Partners L.P.","crd":"7530305"},{"name":"Neal Moszkowski","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"2081890"},{"name":"Neal Moszkowski","title":"Founder and Chair of Towerbrook Capital Partners L.P.","crd":"2081890"},{"name":"Abrielle Rosenthal","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"5929680"},{"name":"Ian Sacks","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"7655971"},{"name":"Karim Saddi","title":"Limited Partner of Towerbrook Capital Partners L.P.","crd":"7091249"},{"name":"Karim Saddi","title":"Managing Partner, Co-CEO of Towerbrook Capital Partners L.P.","crd":"7091249"}],"ownership":[{"label":"Neal Moszkowski","detail":"Limited partner of towerbrook capital partners l.p. in the 10% to 25% ownership band and a control person, since March 2005. Also founder and chair of towerbrook capital partners l.p. in the 10% to 25% ownership band and a control person, since November 2019. Also a member of Towerbrook Capital Partners, LLC in the 50% to 75% band and a control person, since December 2004."},{"label":"Dyal Capital Partners IV Holdings (a) LP","detail":"Limited partner of towerbrook capital partners l.p. in the 10% to 25% ownership band, since October 2020."},{"label":"Towerbrook Capital Partners, LLC","detail":"Limited partner of towerbrook capital partners l.p. in the 50% to 75% ownership band and a control person, since February 2005."},{"label":"Wafra Si-GP L.P.","detail":"Indirect owner: general partner of Wafra Si Advisors I L.P. and a control person, since June 2013. Also general partner of Wafra Si Advisors II L.P. and a control person, since June 2013. Also general partner of Wafra Strategic Investors LP and a control person, since June 2013. Also general partner of Thunder Holdings LP and a control person, since March 2022. Also general partner of Thunder Intermediate Holdings LP and a control person, since February 2022.","parent":"Wafra Si Advisors I L.P."},{"label":"Blue Owl GP Stakes IV (a) LP","detail":"Indirect owner: a limited partner of Dyal Capital Partners IV Holdings (a) LP in the 75% or more band and a control person, since May 2018.","parent":"Dyal Capital Partners IV Holdings (a) LP"},{"label":"Dyal U.S. IV LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes IV (a) LP in the 50% to 75% band and a control person, since September 2017.","parent":"Blue Owl GP Stakes IV (a) LP"},{"label":"Dyal IV Cayman Aggregator LP","detail":"Indirect owner: a member of Dyal U.S. IV LLC in the 75% or more band and a control person, since September 2017.","parent":"Dyal U.S. IV LLC"},{"label":"Blue Owl GP Stakes IV Offshore Investors LP","detail":"Indirect owner: a limited partner of Dyal IV Cayman Aggregator LP in the 75% or more band and a control person, since September 2017.","parent":"Dyal IV Cayman Aggregator LP"},{"label":"Blue Owl GP Stakes IV US Investors LP","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes IV (a) LP in the 25% to 50% band and a control person, since September 2017.","parent":"Blue Owl GP Stakes IV (a) LP"},{"label":"Blue Owl GP Stakes Associates IV LP","detail":"Indirect owner: general partner of Blue Owl GP Stakes IV (a) LP and a control person, since September 2017. Also general partner of Dyal IV Cayman Aggregator LP and a control person, since September 2017. Also general partner of Blue Owl GP Stakes IV Offshore Investors LP and a control person, since September 2017. Also manager of Dyal U.S. IV LLC and a control person, since September 2017. Also general partner of Blue Owl GP Stakes IV US Investors LP and a control person, since September 2017.","parent":"Blue Owl GP Stakes IV (a) LP"},{"label":"Blue Owl GP Stakes GP Holdings LLC","detail":"Indirect owner: general partner of Blue Owl GP Stakes Associates IV LP and a control person, since September 2017. Also general partner of Dyal Capital Partners IV Holdings (a) LP and a control person, since May 2018. Also a member of Dyal LP Holdings LLC in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes Associates IV LP"},{"label":"Wafra Si Advisors I Holding Company","detail":"Indirect owner: a limited partner of Thunder Intermediate Holdings LP in the 25% to 50% band and a control person, since February 2022.","parent":"Thunder Intermediate Holdings LP"},{"label":"Wafra Si Advisors II Holding Company","detail":"Indirect owner: a limited partner of Thunder Intermediate Holdings LP in the 25% to 50% band and a control person, since February 2022.","parent":"Thunder Intermediate Holdings LP"},{"label":"Wafra Strategic Investors L.P.","detail":"Indirect owner: a shareholder of Wafra Si Advisors I Holding Company in the 75% or more band and a control person, since June 2013. Also a shareholder of Wafra Si Advisors II Holding Company in the 75% or more band and a control person, since June 2013.","parent":"Wafra Si Advisors I Holding Company"},{"label":"The Public Institution for Social Security","detail":"Indirect owner: a limited partner of Wafra Strategic Investors LP in the 25% to 50% band and a control person, since January 2014.","parent":"Wafra Strategic Investors LP"},{"label":"Kuwait Investment Authority Acting for and on Behalf of the Government of the State of Kuwait","detail":"Indirect owner: a limited partner of Wafra Strategic Investors LP in the 25% to 50% band and a control person, since January 2014.","parent":"Wafra Strategic Investors LP"},{"label":"Dyal LP Holdings LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes Associates IV LP in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes Associates IV LP"},{"label":"Blue Owl Capital Carry LP","detail":"Indirect owner: a member of Blue Owl GP Stakes GP Holdings LLC in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes GP Holdings LLC"},{"label":"Blue Owl Capital GP LLC","detail":"Indirect owner: general partner of Blue Owl Capital Carry LP and a control person, since May 2021. Also a general partner of Blue Owl Capital Holdings LP in the 25% to 50% band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"},{"label":"Blue Owl Capital GP Holdings LLC","detail":"Indirect owner: a managing member of Blue Owl Capital GP LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP LLC"},{"label":"Blue Owl Capital Inc.","detail":"Indirect owner: a managing member of Blue Owl Capital GP Holdings LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP Holdings LLC"},{"label":"Thunder Holdings LP","detail":"Indirect owner: a limited partner of Wafra Si Advisors I L.P. in the 75% or more band and a control person, since March 2022. Also a limited partner of Wafra Si Advisors II L.P. in the 75% or more band and a control person, since March 2022.","parent":"Wafra Si Advisors I L.P."},{"label":"Thunder Intermediate Holdings LP","detail":"Indirect owner: a limited partner of Thunder Holdings LP in the 75% or more band and a control person, since February 2022.","parent":"Thunder Holdings LP"},{"label":"Wafra Si Advisors III Holding Company","detail":"Indirect owner: a limited partner of Thunder Intermediate Holdings LP in the 25% to 50% band and a control person, since February 2022.","parent":"Thunder Intermediate Holdings LP"},{"label":"Wafra Strategic Investors LP","detail":"Indirect owner: a shareholder of Wafra Si Advisors III Holding Company in the 75% or more band and a control person, since December 2014.","parent":"Wafra Si Advisors III Holding Company"},{"label":"Jonathan Bilzin","detail":"Indirect owner: a member of JDBTCP Management LLC in the 75% or more band and a control person, since March 2022.","parent":"JDBTCP Management LLC"},{"label":"Blue Owl Capital Holdings LP","detail":"Indirect owner: a limited partner of Blue Owl Capital Carry LP in the 75% or more band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"41 West Putnam Avenue","city":"Greenwich"}]},{"state":"New York","offices":1,"addresses":[{"street":"Park Avenue Tower, 65 East 55th Street 19th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-699-2200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":61},"sources":{"adv1FilingDate":"9 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155730/PDF/155730.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Towerbrook Capital Partners have?","answer":"Towerbrook Capital Partners has 62 clients and manages $27.7 billion for them, as of June 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Towerbrook Capital Partners offer?","answer":"Towerbrook Capital Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Towerbrook Capital Partners have?","answer":"Towerbrook Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 132 employees, and 95 perform investment advisory functions. 12 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Towerbrook Capital Partners?","answer":"Towerbrook Capital Partners is owned through a chain of holding companies by Blue Owl GP Stakes IV Offshore Investors LP, Blue Owl GP Stakes IV US Investors LP, Wafra Si Advisors II Holding Company, Wafra Strategic Investors L.P., the Public Institution for Social Security and 4 others. Its direct owners are Neal Moszkowski (10% to 25%), Dyal Capital Partners IV Holdings (a) LP (10% to 25%), Towerbrook Capital Partners, LLC (50% to 75%), Thunder Holdings LP (75% or more) and Jonathan Bilzin (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Towerbrook Capital Partners get paid?","answer":"Towerbrook Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}