Data / Investment advisers / Pennsylvania / Tower Bridge Advisors
Tower Bridge Advisors, West Conshohocken, PA: $1.5 billion AUM, SEC registered investment adviser
Tower Bridge Advisors is an SEC registered investment adviser with its main office in West Conshohocken, Pennsylvania and reports $1.5 billion in regulatory assets under management in its Form ADV filed January 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 115700
- SEC file number
- 801-60640
- SEC status
- Approved, effective October 5, 2001
- Legal name
- Tower Bridge Advisors, Inc.
- Main office
- 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428
- Phone
- (610) 260-2200
- Website
- towerbridgeadvisors.com
- Regulatory AUM
- $1,494,267,021 in the Form ADV filed January 23, 2026
- Discretionary AUM
- $1,460,265,763
- Non discretionary AUM
- $34,001,258
- Accounts
- 805
- Employees
- 14, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $19,807,787
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 386 | $1.17 billion |
| Individuals (other than high net worth individuals) | 375 | $198.2 million |
| Corporations or other businesses | 24 | $96.2 million |
| Pension and profit sharing plans | 11 | $14.1 million |
| Charitable organizations | 9 | $13.5 million |
| Pooled investment vehicles | 2 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $1.49 billion | January 23, 2026 |
| December 1, 2025 | $1.32 billion | May 13, 2025 |
Other advisers in West Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 12 | adviserinfo.sec.gov |
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 6 | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | adviserinfo.sec.gov |
| PPB Advisors, LLC | West Conshohocken | $4.75 billion | 121 | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | $4.29 billion | 4 | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2 million | 1 | adviserinfo.sec.gov |
| Verdis Investment Management, LLC | West Conshohocken | $497 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Tower Bridge Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.