BRYN MAWR INVESTMENTS

BRYN MAWR INVESTMENTS is an SEC-registered investment adviser (CRD 290325). Regulatory assets under management: $10K.

Registration

• CRD: 290325
• Type: Registered investment adviser
• Phone: 281-660-8675
• Latest filing: 2026-05-05
• Regulatory AUM: $10K
• Discretionary AUM: $10K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search