SourcingSourcing

WATCHTOWER ADVISORS, LP

C44
CRD 299887·SEC 801-114713·OLD GREENWICH, CT
AUM
$289.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$868K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WATCHTOWER ADVISORS, LP
CRD
299887
SEC file #
801-114713
EIN
000000000
DBA names
—

Economics

AUM
$289.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$62.1M → $289.5M▲ +366%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
OLD GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
wadvisorslp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILBER, SKY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WILBER, SKY
O'NEILL, CHARLES, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WADVISORSLP.COM
Rdap Domain Creation Date
2023-08-23T12:24:57Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
4
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001762682
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2018-12-27
Edgar Last Filing Date
2025-07-29
Edgar Form D Count
8
Edgar Form D Offerings
2025-07-292025-07-29 · 0001762682-25-000002
2024-07-292024-07-29 · 0001762682-24-000003
Edgar Former Names
CTF Offshore Fund, Ltd.

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley6
E*trade4
Fidelity1
Edgar Addresses
Mailing
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTRE, 27 HOSPITAL RDGRAND CAYMAN, E9, KY1-1104
Business
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTRE, 27 HOSPITAL RDGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-29 · 0001762682-25-000002
D/A2024-07-29 · 0001762682-24-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-23T12:24:57Z
Rdap Domain Last Changed
2025-07-28T11:31:50Z
Rdap Nameservers
Sandra.ns.cloudflare.comVick.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6029099
Trust Company Affiliate
Yes

People (2)

2
WILBER, SKY
Direct Owner · 87.5%
6029099
O'NEILL, CHARLES, ANDREW
Executive Officer · 2.5%
5930077