Bryn Mawr Investments

Overview

Bryn Mawr Investments is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business entities. Its fee arrangements include a percentage-of-AUM fee, hourly charges, and the ability to collect performance-based fees. Bryn Mawr Investments does not identify as an active ESG investor and is not designated as a multi-state or pension consultant adviser in the available filings. The firm does not act as a capital allocator to other managers in the sense of running a dedicated fund-of-funds platform.

Assets & Accounts

Investments & Alternatives