TOWERCREST CAPITAL MANAGEMENT, LLC
CRD #152069 SEC #801-80857 NEWTOWN, PA 215-809-2000
SEC Registered
Total AUM
$709.7M
Discretionary
$709.7M
Employees
1
Clients
0
Accounts
1,668
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $709.7M | $709.7M | $0 | 1 | 0 |
| Oct 2024 | $633M | $633M | $0 | 1 | 0 |
| May 2024 | $633M | $633M | $0 | 1 | 0 |
| Mar 2024 | $633M | $633M | $0 | 1 | 0 |
| Sep 2023 | $510.5M | $510.5M | $0 | 1 | 0 |
| Apr 2023 | $510.5M | $510.5M | $0 | 1 | 0 |
| Mar 2023 | $510.5M | $510.5M | $0 | 1 | 0 |
| Mar 2023 | $510.5M | $510.5M | $0 | 1 | 0 |
| Mar 2022 | $606.8M | $606.8M | $0 | 1 | 0 |
| Mar 2021 | $496.9M | $496.9M | $0 | 1 | 0 |
| Mar 2021 | $496.9M | $496.9M | $0 | 1 | 0 |
| Jun 2020 | $461.2M | $450M | $11.2M | 2 | 0 |
| Mar 2020 | $461.2M | $450M | $11.2M | 2 | 0 |
| Mar 2019 | $402.5M | $391.6M | $10.9M | 2 | 0 |
| Jul 2018 | $382.1M | $371.4M | $10.7M | 2 | 80 |
| Mar 2018 | $170M | $159.3M | $10.7M | 2 | 80 |
| Mar 2017 | $143.1M | $133.2M | $9.9M | 2 | 26 |
| Mar 2016 | $114.9M | $102.6M | $12.2M | 2 | 26 |
| Jan 2015 | $109.3M | $106.5M | $2.8M | 2 | 26 |
| May 2010 | $1M | $1M | $0 | 5 | -- |
| Mar 2010 | $1M | $1M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$709.7M
Discretionary$709.7M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$633M
Discretionary$633M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$633M
Discretionary$633M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$633M
Discretionary$633M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$510.5M
Discretionary$510.5M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$510.5M
Discretionary$510.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$510.5M
Discretionary$510.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$510.5M
Discretionary$510.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$606.8M
Discretionary$606.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$496.9M
Discretionary$496.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$461.2M
Discretionary$450M
Non-Disc.$11.2M
Employees2
Clients0
DateMar 2020
Total AUM$461.2M
Discretionary$450M
Non-Disc.$11.2M
Employees2
Clients0
DateMar 2019
Total AUM$402.5M
Discretionary$391.6M
Non-Disc.$10.9M
Employees2
Clients0
DateJul 2018
Total AUM$382.1M
Discretionary$371.4M
Non-Disc.$10.7M
Employees2
Clients80
DateMar 2018
Total AUM$170M
Discretionary$159.3M
Non-Disc.$10.7M
Employees2
Clients80
DateMar 2017
Total AUM$143.1M
Discretionary$133.2M
Non-Disc.$9.9M
Employees2
Clients26
DateMar 2016
Total AUM$114.9M
Discretionary$102.6M
Non-Disc.$12.2M
Employees2
Clients26
DateJan 2015
Total AUM$109.3M
Discretionary$106.5M
Non-Disc.$2.8M
Employees2
Clients26
DateMay 2010
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--