TOWER BRIDGE ADVISORS – investment adviser, $1.49B regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	386	$1,172,194,072	78.4%
Individuals	375	$198,239,205	13.3%
Corporations & businesses	24	$96,211,899	6.4%
Retirement plans	11	$14,143,038	0.9%
Charities	9	$13,478,807	0.9%
Pooled investment vehicles	2	Not reported	Not reported

Filing source

Form ADV 2043792 · Jan 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TB CONCENTRATED OPPORTUNITIES FUND, LPHedge Fund · Last reported Jan 23, 2026$10.3MGross asset value

Form D fundraising filings

TB Concentrated Opportunities Fund, LP

Fund administrator OPUS FUND SERVICES HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian FUNDBANK, NATIONAL ASSOCIATION AUSTIN, Texas, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

FUNDBANK, NATIONAL ASSOCIATION
LEI 254900KSARTKRWGSPP34

GOLDMAN SACHS & CO. LLC
SEC 8-129

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source

Fund ID: 805-7055847155
Reported beneficial owners: 8
Minimum commitment: $500K
Form D file number: 021-534678

Form ADV 2043792 · Jan 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TB TECHNOLOGY SELECT FUND, LPHedge Fund · Last reported Jan 23, 2026$9.51MGross asset value

Form D fundraising filings

TB Technology Select Fund, LP

Fund administrator OPUS FUND SERVICES HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian FUNDBANK, NATIONAL ASSOCIATION AUSTIN, Texas, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

FUNDBANK, NATIONAL ASSOCIATION
LEI 254900KSARTKRWGSPP34

GOLDMAN SACHS & CO. LLC
SEC 8-129

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source

Fund ID: 805-8912873174
Reported beneficial owners: 4
Minimum commitment: $500K
Form D file number: 021-545813

Form ADV 2043792 · Jan 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

300 BARR HARBOR DRIVE, SUITE 705
WEST CONSHOHOCKEN, PA, 19428-2075, United States

CRD 115700

Filing source

Form ADV 2043792 · Jan 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.