← Back to searchVisit website
TOWERCREST CAPITAL MANAGEMENT, LLC
CRD 152069 · SEC 801-80857
41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA, 18940, United States
Phone
215-809-2000
Fax
215-525-2888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$717.6M
Discretionary AUM
$717.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $17.1M |
| High net worth individuals | 42 | $183.1M |
| Other investment advisers | 1 | $517.4M |
States served
NJ, NC, PA, TX
All web addresses on file
Official SEC filing: View on IAPD