Bryn Mawr Capital Management Inc (Bryn Mawr)

Name: Bryn Mawr Capital Management Inc
Address: One Town Place, Bryn Mawr, PA, 19010 3495
Telephone: 484-380-8100

Bryn Mawr Capital Management Inc is a large advisory firm based in Bryn Mawr. It manages $1.75 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

Bryn Mawr Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryn Mawr Capital Management: assets under management

The assets under management (AUM) of Bryn Mawr Capital Management Inc is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 297% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryn Mawr Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bryn Mawr Capital Management Inc

Jr. Kenneth Benjamin Gray has been acting as President since 1 Jan 1991. Patricia Ann Mortz joined the executive team most recently as the Executive Vice President & Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jr. Kenneth Benjamin Gray	President	1 Jan 1991	Other	4363803
Stephen Lowry Walsh	Vice president & managing director	1 Jan 1995	Other	1245366
Laurent Guy	Director & officer	1 Jan 2001	Other	4362172
Michael Willis Freeland	Vice president, managing director & chief compliance officer	1 Oct 2001	Other	4520752
Michael W Freeland	Vice president & managing director	1 Oct 2001	Other	4520752
Inc. Bryn Mawr Capital Holding	Shareholder	1 Aug 2005	75% - 100%	23-2653008
Matthew Jason Kogan	Vice president, managing director, coo & cfo	1 Aug 2006	Other	4988432
Roger J Chiang	Vice president & managing director	1 Jan 2008	Other	2882851
Mary Boyer Emrich	Vice president & managing director	1 Jan 2008	Other	5502521
Christopher Morgan Henderson	Vice president & managing director	1 Jan 2008	Other	2780238
Patricia Ann Mortz	Executive vice president & managing director	1 Sep 2010	Other	1056105

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jr. Kenneth Benjamin Gray	Shareholder class a	1 Aug 2005	50% - 75%	4363803
Stephen Lowry Walsh	Shareholder class a	1 Aug 2005	25% - 50%	1245366

Based in Bryn Mawr

The principal office where Bryn Mawr Capital Management Inc performs its advisory services is located at One Town Place, Bryn Mawr, PA 19010 3495, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-380-8100 or by fax 484-380-8150. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at brynmawrcap.com.