|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bryn Mawr Capital Management LLC
✚
|
|
|---|---|
| CRD # | 285359 |
| SEC # | 801-108434 |
| CIK # | 0001009212, 0001700481 |
| AUM | $3.0 B (2025-06-30) |
| Employees | 59 (78% Investors, 0% Brokers) |
| Phone | 215-731-1820 |
| Address | 1818 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 87.6 | ||
| Apple Inc | 76.5 | ||
| J P Morgan Chase & Co | 38.8 | ||
| Alphabet Inc | 33.1 | ||
| Cisco Systems Inc | 27.6 | ||
| Amazon Com Inc | 27.4 | ||
| Oracle Corp | 26.4 | ||
| United Technologies Corp /DE/ | 21.0 | ||
| Merck & Co Inc | 19.0 | ||
| Johnson & Johnson | 17.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 0.2 |
| (b) Individuals (high net worth individuals) | 515 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 59 | 0.0 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,371 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,343 | 3.0 |
| Non-Discretionary | 28 | 0.0 |
| Total | 3,371 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,371 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009212] | |
| 13F-HR | [0001700481] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Capital Management LLC
✚
|
VA | 3.0 |
|
Steele Capital Management Inc
✚
|
IA | 3.0 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 3.0 |
|
Advisor Resource Council
✚
|
TX | 3.0 |
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |
|
Sol Capital Management Co
✚
|
MD | 3.0 |
|
Capital Generation Partners LLP
✚
|
3.0 |