BRYN MAWR CAPITAL MANAGEMENT, LLC

1818 Market Street
22nd Floor
Philadelphia, Pennsylvania 19103
Tel: 215.731.1820

About BRYN MAWR CAPITAL MANAGEMENT, LLC

BRYN MAWR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BRYN MAWR CAPITAL MANAGEMENT, LLC. The firm was established in 10/06/2016. They have over 8 offices throughout the country.

BRYN MAWR CAPITAL MANAGEMENT, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $3,035,760,870 assets under management, offering retirement planning & investment advisory services to 3390 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285359
SEC#	801-108434
Assets Managed by Firm	$3,035,760,870
No. of Clients	3390
No. of Advisors	50

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3390	$3,035,760,870
Individuals (other than high net worth individuals)	511	$166,876,427
High net worth individuals	520	$2,545,529,144
Pension and profit sharing plans	32	$45,220,853
Charitable organizations	23	$60,422,098
Other investment advisers	Fewer than 5 clients	$21,918,035
Corporations or other businesses	14	$53,170,319

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SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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