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TOWERCREST CAPITAL MANAGEMENT, LLC

C46
CRD 152069·SEC 801-80857·NEWTOWN, PA
AUM
$717.6M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOWERCREST CAPITAL MANAGEMENT, LLC
CRD
152069
SEC file #
801-80857
EIN
272272780
DBA names
—

Economics

AUM
$717.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$402.5M → $717.6M▲ +78%
Client mix
Individuals High Net Worth42
Individuals Other41
Other Investment Advisers1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
NEWTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
linkedin.com/in/curt-snyder-cfa-cpa-34891a2b(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SNYDER, CURTIS, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SNYDER, CURTIS, WAYNE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:towercrest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001491747
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2010-05-13
Edgar Last Filing Date
2010-05-13
Edgar Form D Count
1
Edgar Form D Offerings
2010-05-132010-05-13 · 0001491747-10-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
100 OVERLOOK CENTER - 2ND FLOORPRINCETON, NJ 08540
Business
100 OVERLOOK CENTER - 2ND FLOORPRINCETON, NJ 08540
Edgar EIN
272272780
Edgar Recent Filings
D2010-05-13 · 0001491747-10-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2965205
Trust Company Affiliate
No

People (1)

1
SNYDER, CURTIS, WAYNE
IAR · Direct Owner · 87.5%
2965205