Tower Bridge Advisors
Tower Bridge Advisors is an independent investment management firm headquartered in Conshohocken, Pennsylvania. Founded in 2001, the firm provides personalized and confidential investment advisory services, primarily serving individuals, families, and institutions. With an employee count between 14 and 16 as of 2025, the firm’s experienced team develops tailored investment strategies for clients and manages their portfolios with a long-term perspective.
Investment Strategy
Tower Bridge Advisors employs a disciplined, long-term investment approach focused on diversification, risk management, and fundamental research. The firm constructs portfolios centered on quality companies and often utilizes a bottom-up approach for stock selection, complemented by top-down macroeconomic analysis. Its strategies are designed to preserve and grow capital over time, seeking value and growth across a broad range of sectors. The firm is also attentive to individual client needs and preferences while providing ongoing portfolio management and financial planning services.
Latest 13F Filing Activity
Tower Bridge Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $930M. The fund increased holdings in Microsoft Corp., Broadcom Inc. Com, Oracle SYS Corp. among other positions. Tower Bridge Advisors reduced exposure to Unitedhealth Group in, Apple Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.17% | $76.0M | 152,792 | $64.60 | $497.41 | +$17.2M |
A AAPL | APPLE INC | 4.91% | $45.7M | 222,754 | $29.53 | $205.17 | -$5.1M |
A AVGO | BROADCOM INC COM | 4.15% | $38.6M | 139,950 | $153.14 | $275.65 | +$14.7M |
O ORCL | ORACLE SYS CORP | 4.13% | $38.4M | 175,681 | $48.94 | $218.63 | +$12.5M |
J JPM | J P MORGAN CHASE & CO | 3.95% | $36.8M | 126,821 | $91.08 | $289.91 | +$4.6M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Research Analyst | Phoenixville, PA , United States | |
 | Co-CIO and Senior Portfolio Manager | West Chester, PA , United States | |
C Christine Freisleben | Trader | Conshohocken, PA , United States | |
 | Senior Portfolio Manager | Philadelphia, PA , United States | |
 | Chief Investment Officer | Conshohocken, PA , United States | |
J John Lisle | Principal | Conshohocken, PA , United States | |
M Michael Adams | Senior Portfolio Manager | Conshohocken, PA , United States | |
R Radcliffe Cheston | Principal | Villanova, PA , United States | |
R Robert Whalen | Portfolio manager | Bryn Mawr, PA , United States | |
C Christopher Crooks | Chief Investment Officer | Philadelphia, PA , United States |