TOWERCREST CAPITAL MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	2

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,558	$633.0M
Non-Discretionary	0	$0
Total	1,558	$633.0M

Clients

Type	Number	RAUM
Individuals	45	$18.3M
HNW Individuals	33	$124.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	<5	$490.7M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly charges

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	142.4M
Portfolio Manager	142.4M
Both for Same	142.4M

Portfolio Manager to Program	Sponsor
TOWERCREST CAPITAL MANAGEMENT	TOWERCREST CAPITAL MANAGEMENT

Identifiers

SEC RIA File Number	801-80857
SEC ERA File Number	801-80857
SEC CIK Numbers	1633288
SEC CRD Numbers	152069
Legal Entity Identifier	None

Principal Office

41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic