Overview
TowerBrook is an investment management firm founded in March 2005 and organized under the
laws of the State of Delaware as a limited partnership. The Firm is based in New York and London.
TowerBrook, together with its related investment manager entities, provides investment advisory
services to a number of private investment partnerships (each individually, a “Partnership” and,
collectively, the “Partnerships”). The Partnerships pursue a variety of investment strategies. For
example, certain Partnerships pursue a “control oriented” private equity strategy, comprising
buyouts and other control-oriented debt and equity investments (the “PE Partnerships”), certain
other Partnerships pursue a non-control-oriented structured opportunities strategy, comprising not-
for-control stressed and distressed debt investments and other investments in equity or assets where
control-oriented private equity attributes may not apply (the “TSO Partnerships”), and certain other
Partnerships pursue non-control and control investments in purpose-driven, mid-sized companies
whose business models seek to have a direct and measurable social and environmental benefit (the
“Delta Partnerships”). The Firm also serves as an investment manager to various co-investment
vehicles structured to facilitate investments by third party co-investors alongside the Partnerships
(“Co-Investment Vehicle Clients”, and together with the “Partnerships”, each a “Client”). As of
December 31, 2023, TowerBrook managed in excess of $18.7 billion of regulatory assets under
management on a discretionary basis on behalf of the Clients.
TowerBrook’s general partner and principal owner is TowerBrook Capital Partners, LLC, a
Delaware limited liability company (the “Ultimate GP”) that is substantially owned by Neal
Moszkowski and Ramez Sousou (the “Co-Chairs”). TowerBrook and the Ultimate GP are led by
TowerBrook’s Management Committee (the “Management Committee”), which is co-chaired by
the
Co-Chairs, and whose other members include TowerBrook’s Co-Chief Executive Officers
Jonathan Bilzin and Karim Saddi (the “Co-CEOs”), and TowerBrook Managing Directors Filippo
Cardini, Jennifer Glassman, and Gordon Holmes.
Affiliates of TowerBrook serve as the general partners and direct investment managers of the
Partnerships and Co-Investment Vehicle Clients; however, the investment management duties and
responsibilities are performed by TowerBrook through investment advisory agreements. For a list
of the Partnerships, Co-Investment Vehicle Clients and TowerBrook’s affiliated entities that serve
as general partners and direct investment managers of existing Partnerships, Co-Investment
Vehicle Clients and liquidating trusts, please refer to the table in the “Other Financial Industry
Activities and Affiliations” section below.
TowerBrook and its affiliated investment managers provide investment advice to the Partnerships
and not individually to the limited partners of the Partnerships. As investment advisers,
TowerBrook and its affiliated investment managers are primarily responsible for identifying
investment opportunities for the Partnerships, effecting all investment transactions, monitoring and
evaluating the Partnerships’ investments and making recommendations regarding the purchase
and/or sale of investments. The assets of each Partnership are managed in accordance with the
terms of the Governing Documents (as defined below) applicable to such Partnership. Limited
Partners may not impose any investment restrictions on the Partnership in which they invest.
The Firm may from time to time, consistent with the terms of the Governing Documents of the
Partnerships, pursue, on behalf of clients other than the Partnerships, various investment strategies
and lines of business that vary from those pursued on behalf of the Partnerships.
The Firm does not participate in any wrap fee programs.