Data / Investment advisers / Colorado / Towle & Co
Towle & Co, Denver, CO: $474 million AUM, SEC registered investment adviser
Towle & Co is an SEC registered investment adviser with its main office in Denver, Colorado and reports $474 million in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include investment companies, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 110862
- SEC file number
- 801-16622
- SEC status
- Approved, effective December 10, 1981
- Main office
- 720 S. Colorado Blvd Suite 730-S, Denver, CO 80246
- Phone
- (303) 731-2494
- Website
- smallcapvalue.com
- Regulatory AUM
- $473,654,492 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $473,654,492
- Accounts
- 31
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 1 hedge fund, 1 other private fund
- Gross assets of private funds
- $85,704,488
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $168.7 million |
| Pooled investment vehicles | 3 | $152.6 million |
| Charitable organizations | 7 | $73.2 million |
| High net worth individuals | 17 | $51.4 million |
| State or municipal government entities | 1 | $23.5 million |
| Pension and profit sharing plans | 1 | $4.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $473.7 million | March 31, 2026 |
| December 1, 2025 | $608.7 million | May 19, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Origin Credit Advisers, LLC | Denver | $538 million | 1 | adviserinfo.sec.gov |
| Crescat Portfolio Management LLC | Denver | $536.1 million | 5 | adviserinfo.sec.gov |
| Denver Wealth Management, Inc. | Denver | $529.8 million | Not listed | adviserinfo.sec.gov |
| Denver PWM, LLC | Denver | $524.4 million | Not listed | adviserinfo.sec.gov |
| G&S Capital LLC | Denver | $475.6 million | Not listed | adviserinfo.sec.gov |
| Global Wealth Strategies and Associates, LLC | Denver | $457 million | Not listed | adviserinfo.sec.gov |
| Primark Advisors, LLC | Denver | $451.5 million | Not listed | adviserinfo.sec.gov |
| Avant Management LLC | Denver | $449 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Towle & Co on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.