TOWNE INVESTMENTS LLC

TOWNE INVESTMENTS LLC is an SEC-registered investment adviser (CRD 125306). Regulatory assets under management: $17.9M.

Registration

• CRD: 125306
• Type: Registered investment adviser
• Phone: (408) 364-6987
• Latest filing: 2026-02-06
• Regulatory AUM: $17.9M
• Discretionary AUM: $17.9M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search