Harrison R. Gelber - Chief Compliance & Administrative Officer
Location
Philadelphia
Holdings as of
March 31, 2023
Value $
$959M
Num holdings
268
Date filed
5/1/2023, 08:56 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, MSFT, BND, IWY, and BRKB.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Harrison R. Gelber
Chief Compliance & Administrative Officer
Philadelphia, Pennsylvania
5/1/2023
As of January 1, 2023, Cypress Capital Management, LLC (Cypress) (CRD # 109955) was merged into WSFS Capital Management, LLC (WSFS) (CRD #: 285359), and the combined entity was renamed Bryn Mawr Capital Management, LLC (Bryn Mawr) (CRD #: 285359). Cypress has withdrawn its registration as an Investment Adviser with the SEC, and its holdings are being reported under Bryn Mawrs 13F filing for the quarter ending 12/31/22, as is WSFS holdings for the quarter ending 12/31/22.
List of Other Managers Reporting for Bryn Mawr Capital Management, LLC:
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