Moontower
Moontower is a private investment studio founded in 2022 that deploys $10-100 million in control, minority, or structured equity into independent wealth management firms (via Bixby) and real assets and infrastructure companies (via Heritage).
- Company typePrivate
- Founded2022
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Moontower does
Moontower is a privately held investment studio founded in 2022 and headquartered in Austin, Texas, that operates as a private equity firm through two specialized platforms. Bixby Wealth Solutions forges strategic minority partnerships with independent wealth management firms to facilitate growth and promote a culture of internal equity ownership across generations. Heritage provides growth capital to operating companies that own and manage real assets and infrastructure, with focus areas spanning transportation, logistics, communications, power and renewables, and real estate operating companies. The firm targets investments of $10 million to $100 million in companies with up to $20 million in EBITDA, taking control equity, minority equity, or structured solutions positions with active board participation and operational involvement through a studio model.
The company is structured as Moontower Group LP, a Texas limited partnership, with Moontower Asset Management LP serving as its SEC-registered investment adviser. Founded by Russell Valdez (former CIO of Wafra, a ~$30-31 billion AUM investment manager) and Connor Stewart (former Managing Director at Wafra), the firm emphasizes a generational investment horizon and partnership mentality with founders, management teams, and employee shareholders. Revenue is generated through management fees and carried interest from fund investments, though no fund size, AUM, or revenue figure is publicly disclosed. The firm has grown to a 15-person team spanning investment, legal, finance, compliance/IR, and operations functions, with no disclosed external funding rounds or institutional investors.
Moontower firmographics
Firmographics- Name
- Moontower
- Legal name
- Moontower Group LP
- Website
- https://moontower.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Moontower is a private investment studio founded in 2022 that deploys $10-100 million in control, minority, or structured equity into independent wealth management firms (via Bixby) and real assets and infrastructure companies (via Heritage).
- Ownership category
- akta.pro rank
Moontower industry classification
Industry- Product category
- Private Equity Investment Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investors, Nec (6799), Investment Advice (6282)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industry
- Business Services (B2B) Growth Equity (FSANACAD)
Keywords
Where Moontower is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Moontower business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Management: Moontower Asset Management LP is a registered investment adviser generating revenue through management fees and carried interest from fund investments. Operates as a private investment studio partnering with companies in financial services and real assets sectors.
Go-to-market motion1 record
Moontower product offering
Product offeringCore offering
Moontower is a private investment studio that deploys $10–$100 million of capital into financial services and real assets companies with up to $20 million EBITDA, taking control equity, minority equity, or structured solutions positions. It operates two platforms — Bixby Wealth Solutions (minority partnerships with independent wealth management firms) and Heritage (growth capital for real assets and infrastructure operators) — providing capital alongside talent and operational involvement through an active studio model.
Product overview
Moontower is a private investment studio that operates as a platform-plus-modules architecture. The studio's core offering centers on strategic partnerships through two main platforms: Bixby Wealth Solutions (focused on financial services partnerships with wealth management firms) and the Heritage Platform (focused on real assets and infrastructure investments). These platforms work together to deliver capital, talent, and innovation to partner companies, with Moontower taking minority equity, control equity, or structured solutions positions.
Differentiator
Problem solved
Functional benefit
Brands
- Bixby Wealth Solutions: A platform that forges strategic minority partnerships with independent wealth management firms and similar businesses with a long-term horizon. Offers scalable capital to facilitate firm growth and promote a culture of internal equity ownership across generations.
- Heritage
Products and services
- Bixby Wealth Solutions A platform that forges strategic minority partnerships with independent wealth management firms and similar long-horizon financial services businesses, offering scalable capital to facilitate firm growth and promote a culture of internal equity ownership across generations.
- Heritage Platform A platform that provides growth capital to build and back operating companies that own and manage real assets with infrastructure attributes or essential characteristics, partnering with enterprising management teams at an inflection point looking to build quality operating companies across transportation, logistics, social infrastructure, communications, power and renewables, real estate operating companies and multi-site operating businesses.
Companies that use Moontower
Customer profileSegments2 records
Ideal customer profiles2 records
Moontower technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Moontower partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights5 records
Moontower competitors and assessment
Company assessmentDirect peers
- Stone Point Capital: Long-tenured private equity firm focused exclusively on financial services, including wealth management, insurance, and asset management — directly comparable to Moontower's Bixby Wealth Solutions strategy of taking strategic minority positions in wealth and financial services businesses.
- Lightyear Capital: Private equity firm focused on financial services including wealth and investment management, insurance, and financial technology; closely aligned with Bixby's thesis of partnering with founder-led wealth management firms for growth and succession.
- Pamlico Capital: Middle-market private equity firm pursuing buyout and growth investments in business services and consumer; a prior employer of Moontower Vice President Claudia Kesala and directly comparable to the firm's business services growth-equity orientation.
- Reverence Capital Partners: Financial services-focused private equity firm investing in mid-market wealth management, asset management, and insurance businesses — direct overlap with Moontower's Bixby platform and partnership-style approach.
- Treaty Oak Equity: Boutique private investment firm executing control investments in the lower middle market with active operational involvement; directly comparable to Moontower's control equity, minority equity and structured solutions approach and similar team scaling (a Treaty Oak alumnus leads at Moontower).
- Aquiline Capital Partners: Private equity firm dedicated to financial services and technology with a partnership approach to founders and management teams; comparable to Moontower's emphasis on alignment, active board participation, and structured/minority solutions.
Broad incumbents
- Genstar Capital: Large-cap private equity firm with material financial services exposure and a partnership/active-board approach; comparable in scale, sponsor-style approach, and thesis on business services platforms.
- GTCR LLC: Long-established private equity firm that helped incubate and recap multiple financial services platforms; comparable to Moontower's studio/platform-plus-modules approach of building and backing operating businesses with secular tailwinds.
- Wafra: Established ~$30–31bn AUM investment manager and the former employer of both Moontower founders; Wafra provides a direct strategic reference point for Moontower's studio model, real assets exposure, and institutional LP relationships.
Others
- Berkshire Global Advisors: M&A investment bank focused on wealth and investment management; relevant as an industry intermediary likely to source deals for Moontower and as prior employer of multiple Moontower team members.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights6 records
Customer concentration
Moontower social profiles
Digital presenceMoontower compliance and trust
Trust signalCompliance1 record
Moontower financial estimates
Financial estimateRevenue estimate
Valuation estimate
Moontower leadership team
Management profileNumber of profiles
Profiles16 records
Moontower subsidiaries and ownership
Company hierarchySubsidiaries2 records
Moontower funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Moontower M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Moontower
What does Moontower do?
Moontower is a private investment studio that deploys $10–$100 million of capital into financial services and real assets companies with up to $20 million EBITDA, taking control equity, minority equity, or structured solutions positions. It operates two platforms — Bixby Wealth Solutions (minority partnerships with independent wealth management firms) and Heritage (growth capital for real assets and infrastructure operators) — providing capital alongside talent and operational involvement through an active studio model.
Is Moontower a public or private company?
Moontower is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Moontower founded?
Moontower was founded in 2022. It employs 11 to 50 people.
Where is Moontower based?
Moontower is headquartered in Austin, United States, in the North America region.
How does Moontower make money?
One revenue line is on record: investment Management.
Who are Moontower's main competitors?
Direct peers on record are Stone Point Capital, Lightyear Capital, Pamlico Capital, Reverence Capital Partners, Treaty Oak Equity and Aquiline Capital Partners. Broad incumbents are Genstar Capital, GTCR LLC and Wafra. Berkshire Global Advisors is listed as an others.
Does Moontower have an API?
No public API is recorded for Moontower.
What industry is Moontower in?
Moontower's product category is Private Equity Investment Management. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSANACAD, Business Services (B2B) Growth Equity. Its NAICS code is 52394 and its SIC code is 6799.