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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-01-31 |
| PA | RA | APPROVED | 2023-01-31 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
1818 Market Street, 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23 | Greenville | DE | 09/2017 | 12/2022 |
| Christiana Trust | Greenville | DE | 05/2005 | 09/2017 |
| Bryn Mawr Capital Management, Llc | Greenville | DE | 01/2023 | Present |
Name of the other business: GBC Portfolio Management, Inc. Whether the business is investment-related: YES Address of the other business: 101 Convention Center Drive, Suite P838B Las Vegas, NV 89109 Nature of the other business: Investment Holding Company Your position, title, or relationship with the other business: Director, Treasurer Start date of your relationship: 2005 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Assist with administration, monitoring of fixed income portfolio Name of the other business: Lone Star Investment Sub-Nevada, Inc. Whether the business is investment-related: YES Address of the other business: 101 Convention Center Drive, Suite P838C Las Vegas, NV 89109 Nature of the other business: Investment Holding Company Your position, title, or relationship with the other business: Director, President/Secretary Start date of your relationship: 2016 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Assist with administration, monitoring of fixed income portfolio Name of the other business: Delaware Community Foundation Whether the business is investment-related: YES Address of the other business: 100 W. 10th Street, Suite 115 Wilmington, DE 19801 Nature of the other business: Investment Committee, Board Member Your position, title, or relationship with the other business: Investment Committee, Board Member Start date of your relationship: 2022 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Attend quarterly meetings to review/discuss DCF investment portfolios with OCIO, review Investment Policy Statement; Customary Board level functions Name of the other business: Spotlight Delaware (Local Journalism Initiative) Whether the business is investment-related: YES Address of the other business: 112 S. French Street Wilmington, DE 19801 Nature of the other business: Investment Committee, Board Member Your position, title, or relationship with the other business: Finance Committee, Board Member Start date of your relationship: 2022 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Attend quarterly meetings to review/discuss investment portfolio, review Investment Policy Statement; Customary Board level functions
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