Bryn Mawr Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bryn Mawr Investments provides planning, discretionary portfolio management and corporate advisory services to a mix of individuals, high‑net‑worth clients, trusts, estates, small businesses, corporations, pension/profit‑sharing plans and charitable organizations. Services include integrated wealth management (planning plus investment management), structured products and access to private placements and direct participation programs alongside traditional investments such as equities, ETFs and fixed income.
The firm emphasizes a data‑driven, quantitative approach that combines top‑down macro analysis with proprietary models, AI/machine‑learning forecasting, regime detection and automated trade execution. Its investment program explicitly uses derivatives and options strategies for volatility‑based hedging and premium capture and may employ borrowing in separately managed accounts to implement leverage or margin strategies; portfolios are managed under discretionary authority with ongoing monitoring and IPS‑driven rebalancing.
What is distinctive about this firm is the combination of advanced, institutional‑style trading capabilities and performance‑based fee arrangements despite managing a very small amount of discretionary assets as a state‑registered adviser. The firm also offers corporate advisory work (capital allocation, succession and retirement plan design) and makes proprietary market datasets and structured products available to clients — services that are less common among peers of this size.
Client services
Expertise
Occupation focus
Fee options
$350,000.00 - $499,999.99: 2.00% $500,000.00 - $999,999.99: 1.50%
$100/hour for personal planning; $300/hour for corporate/entity planning with tiered hourly rates for higher hours
Wealth Management clients charged 20% performance fee on Separately Managed Accounts and Structured Products with certain criteria; Corporate Advisory performance fees negotiable with minimum $5,000,000 AUM
Account minimum: $350,000
Main office
Secane PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Bryn Mawr Investment Company · Bryn Mawr Investments
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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