BRYN Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC is an SEC-registered investment adviser established in 2016 and headquartered in Philadelphia, Pennsylvania. As part of Bryn Mawr Trust, itself a subsidiary of WSFS Financial Corporation, the firm specializes in financial planning and investment management services for individuals, high net worth clients, charitable organizations, pension plans, and corporations. It has approximately 59 employees and manages portfolios with a modern, client-oriented approach.
Investment Strategy
Bryn Mawr Capital Management, LLC provides customized financial planning and investment management services, focusing largely on discretionary portfolio management. Their investment philosophy emphasizes diversified holdings across large-cap equities, fixed income, and diversified asset classes, adapting asset allocations to meet the specific objectives and risk tolerances of their primarily individual and high net worth clientele. Their portfolio includes significant holdings in well-known public companies, and they employ both strategic and tactical investment solutions tailored to the unique needs of their clients.
Latest 13F Filing Activity
BRYN Mawr Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 416 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Ishares TR, Ishares TR among other positions. BRYN Mawr Capital Management, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (416)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.59% | $102.2M | 164,595 | $317.65 | $620.90 | +$14.8M |
B BND | VANGUARD BD INDEX FDS | 4.96% | $90.7M | 1,231,360 | $72.27 | $73.63 | +$4.4M |
M MSFT | MICROSOFT CORP | 4.80% | $87.6M | 176,166 | $276.46 | $497.41 | +$22.2M |
A AAPL | APPLE INC | 4.19% | $76.5M | 372,877 | $167.25 | $205.17 | -$12.9M |
I IWY | ISHARES TR | 3.17% | $57.8M | 234,572 | $151.19 | $246.51 | +$12.0M |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | Berwyn, PA , United States | |
B Brian Feldman | Trader | New York, NY , United States | |
C Christopher Krumenacker | Senior Equity Research Analyst | Philadelphia, PA , United States | |
 | Quantitative Researcher | Smyrna, GA , United States | |
J James Hutchinson | Sr. Vice President and Investment Advisor | Philadelphia, PA , United States | |
P Peter Brodie | Chief Investment Officer | Wayne, PA , United States | |
S Seth Dadds | Portfolio Manager and Head of Securities Research | United States | |
 | Investment Research Analyst | Exton, PA , United States | |
A Andrew Bass | Investment Associate | Philadelphia, PA , United States | |
| SVP, Head of Macro Research | Philadelphia, PA , United States |