BRYN MAWR CAPITAL MANAGEMENT, LLC
CRD #285359 SEC #801-108434 PHILADELPHIA, PA 215.731.1820
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
59
Clients
251
Accounts
3,371
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BACCI, ARTHUR, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BLUE, JACQUELYN, KERRY | I | CHIEF OF STAFF | NA | Control |
| BLUE, JACQUELYN, KERRY | I | CHIEF OF STAFF | NA | Control |
| BLUE, JACQUELYN, KERRY | I | CHIEF OPERATING OFFICER | NA | Control |
| BLUE, JACQUELYN, KERRY | I | CHIEF OPERATING OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUNNINGHAM, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPLICKI, DANE, FRANCIS | I | DIRECTOR OF RESEARCH | NA | Control |
| CZAPLICKI, DANE, FRANCIS | I | DIRECTOR OF RESEARCH | NA | Control |
| CZAPLICKI, DANE, FRANCIS | I | DIRECTOR OF RESEARCH | NA | Control |
| CZAPLICKI, DANE, FRANCIS | I | DIRECTOR OF RESEARCH | NA | Control |
| Canuso, Dominic, Christopher | I | BOARD MEMBER | NA | |
| Canuso, Dominic, Christopher | I | BOARD MEMBER | NA | Control |
| Canuso, Dominic, Christopher | I | BOARD MEMBER | NA | Control |
| Caruso, Candice, Marie | I | BOARD MEMBER | NA | Control |
| Caruso, Candice, Marie | I | BOARD MEMBER | NA | Control |
| Caruso, Candice, Marie | I | BOARD MEMBER | NA | Control |
| Caruso, Candice, Marie | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| Clark, Stephen, Paul | I | BOARD MEMBER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GELBER, HARRISON, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GERAGHTY, PAUL, DAVID | I | BOARD MEMBER | NA | Control |
| GERAGHTY, PAUL, DAVID | I | BOARD MEMBER | NA | Control |
| GERAGHTY, PAUL, DAVID | I | BOARD MEMBER | NA | Control |
| GERAGHTY, PAUL, DAVID | I | BOARD MEMBER | NA | Control |
| GERAGHTY, PAUL, DAVID | I | CHAIRMAN OF THE BOARD | NA | Control |
| GERAGHTY, PAUL, DAVID | I | CHAIRMAN OF THE BOARD | NA | Control |
| GERAGHTY, PAUL, DAVID | I | CHAIRMAN OF THE BOARD | NA | Control |
| GISE, JAMES, ANDREW | I | BOARD MEMBER | NA | Control |
| GISE, JAMES, ANDREW | I | BOARD MEMBER | NA | Control |
| GISE, JAMES, ANDREW | I | BOARD MEMBER | NA | Control |
| GISE, JAMES, ANDREW | I | BOARD MEMBER | NA | Control |
| GORDON, MARK, ANTHONY | I | CCO | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF WEALTH OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF WEALTH OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF WEALTH OFFICER | NA | Control |
| HOPKINS, JAMIE, PATRICK | I | CHIEF WEALTH OFFICER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| LEVENSON, RODGER | I | BOARD MEMBER | NA | Control |
| MARTIN, CHARLES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, CHARLES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, CHARLES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MILLS, JEFFREY, D | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nagle, Joseph, William | I | TREASURER AND SECRETARY | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| PETRUCCI, STEPHEN | I | BOARD MEMBER | NA | |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT, CHAIRMAN OF THE BOARD | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT, CHAIRMAN OF THE BOARD | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT, CHAIRMAN OF THE BOARD | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | PRESIDENT, CHAIRMAN OF THE BOARD | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| SPANGLER, GARRETT, COLE | I | BOARD MEMBER | NA | Control |
| TOPOLEWSKI, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOPOLEWSKI, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOPOLEWSKI, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOPOLEWSKI, CHRISTOPHER, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLMAN, STEPHEN, MICHAEL | I | CHIEF WEALTH OPERATING OFFICER | NA | Control |
| WELLMAN, STEPHEN, MICHAEL | I | CHIEF WEALTH OPERATING OFFICER | NA | Control |
| WELLMAN, STEPHEN, MICHAEL | I | CHIEF WEALTH OPERATING OFFICER | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| WEST, MATTHEW, EDWARD | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| WETTERGREEN, TERRY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEN, SANDRA, LEE | I | BOARD MEMBER | NA | Control |
| WHALEN, SANDRA, LEE | I | BOARD MEMBER | NA | Control |
| WHALEN, SANDRA, LEE | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Wechsler, James, Joseph | I | BOARD MEMBER | NA | Control |
| Whalen, Sandra | I | BOARD MEMBER | NA | Control |
| YU, JASMINE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE, ZHONG | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE, ZHONG | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YU, JASMINE, ZHONG | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
| WSFS FINANCIAL CORP. | DE | MEMBER | E | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (20)
CA CO CT DC DE FL MA MD ME MN NC NH NJ NY OH PA SC TX VA WA
Address
1818 MARKET STREET22ND FLOOR
PHILADELPHIA, PA 19103
United States
Phone: 215.731.1820