Tower Bridge Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,370,433,277
Clients
761
Advisors
7
of 14 employees
About
Tower Bridge Advisors provides investment advice and discretionary and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and it also acts as investment manager for two private funds. The firm offers portfolio management for separately managed accounts, participation in wrap fee programs, limited financial planning as an ancillary service, and periodically distributes an investment letter to clients and prospects.
The firm’s portfolio approach centers on strategic asset allocation across equities and fixed income, using fundamental and cyclical analysis, selective use of ETFs, laddered investment-grade bonds, and derivative strategies (including short sales and options) where appropriate. For its two private funds, Tower Bridge pursues concentrated, research-driven opportunities (one fund with a technology focus), and those Funds are subject to performance-based compensation with high-water marks and hurdles while the firm manages side‑by‑side accounts.
Tower Bridge’s structure and activities include several features that are less common among similarly sized team firms: it manages pooled vehicles (the two private funds), is affiliated with the Funds’ General Partners, receives performance-based fees from those Funds, and discloses the resulting side‑by‑side and allocation conflicts and the measures it uses to address them. The firm also participates in Wrap Fee Programs, compensates certain third parties for client referrals (treated as compensated endorsements under the Marketing Rule), and provides periodic written market commentary to clients, all of which are noted in its Form ADV disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.45%
Performance-based fees charged by private funds based on capital appreciation with high-water mark and hurdle, detailed in Fund Governing Documents
Account minimum: $500,000 Minimum fee: $5,000 annually, negotiable
Main office
300 Barr Harbor Drive, Suite 705
West Conshohocken PA 19428-2075
Advisors at this office
7
Most active in
Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Maryland · Massachusetts · New Jersey · New York · Pennsylvania
Also doing business as
Tower Bridge Advisors · Tower Bridge Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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