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TOWERCREST CAPITAL MANAGEMENT, LLC
CRD 152069File 801-80857
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$717.6M
Above cohort median (national)
Discretionary AUM
$717.6M
Clients
84
1,461 accounts
Employees
1
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 22, 2015
- Principal office
- 41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA, 18940
- Phone
- 215-809-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $717.6M
- Discretionary AUM
- $717.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,461
- Non-discretionary accounts
- 0
- Total accounts
- 1,461
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $517.4M |
| High net worth individuals | 42 | $183.1M |
| Individuals (other than high net worth individuals) | 41 | $17.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 78 | 84 | increased by6 |
| Apr 1, 2026 | AUM | $709,747,108 | $717,601,381 | increased by$7,854,273 |
| Apr 1, 2026 | Accounts | 1,668 | 1,461 | decreased by207 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 67 | 78 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $606,770,591 | $709,747,108 | increased by$102,976,517 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,241 | 1,668 | increased by427 |
| Apr 1, 2022 | Clients | 90 | 67 | decreased by23 |
| Apr 1, 2022 | AUM | $496,907,478 | $606,770,591 | increased by$109,863,113 |
| Apr 1, 2022 | Accounts | 1,060 | 1,241 | increased by181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWERCREST CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWERCREST CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.