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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.