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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Bryn Mawr Trust Advisors

$3.5B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($279.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Energy Transition, Private Credit, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$279.1M
Total AUM: $3.5B
Median Disclosed Amount
$19.8M
Range: $4.0M – $26.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Bryn Mawr Trust Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2025
$25.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Golub Capital Partners 15, L.P.Adviser 7.B Vehicle Private Credit 2025
$23.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$22.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2024
$19.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Spark Growth VAdviser 7.B Vehicle Growth Equity 2023
$12.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bryn Mawr Trust Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Bryn Mawr Trust Advisors (Family Office / MFO, $3.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.7% Actual; $79.8M Unallocated Target Bandwidth). SEC Form ADV (801-108434, CRD #285359) verified $3.47B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bryn Mawr Trust Advisors

651 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bryn Mawr Trust Advisors (13 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

Bucknell University Endowment

University Endowment Lewisburg, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Global Transition Fund II (2025 Vintage)
Bryn Mawr Trust Advisors: $25.2M · SEC Form ADV 7.B
Bucknell University Endowment: $8.8M · IRS Form 990 Sched D

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · Golub Capital Partners 15 (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Alpha Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Bryn Mawr Trust Advisors: $22.1M · SEC Form ADV 7.B
Alpha Architect: $64.8M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Ariel Investments

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Golub Capital Partners 15 (2023 Vintage)
Bryn Mawr Trust Advisors: $23.3M · SEC Form ADV 7.B
Ariel Investments: $61.3M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+648 Additional Institutional LPs Report Shared Vehicles with Bryn Mawr Trust Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bryn Mawr Trust Advisors

You are viewing 5 open public preview records (out of 16 total tracked records for Bryn Mawr Trust Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (651 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Bryn Mawr Trust Advisors

Buyout LPs →Venture Capital LPs →Energy Transition LPs →Private Credit LPs →Direct Lending LPs →

Frequently Asked Questions: Bryn Mawr Trust Advisors

What type of institutional allocator is Bryn Mawr Trust Advisors and what is their typical disclosed ticket size?

Bryn Mawr Trust Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 16 historical disclosure records tracked on Prilago ($279.1M total parsed USD across disclosed rows), the median disclosed amount is $19.8M (range: $4.0M to $26.8M).

Which private-market strategies appear in Bryn Mawr Trust Advisors's public disclosures?

Bryn Mawr Trust Advisors has disclosed records across Buyout, Venture Capital, Energy Transition, Private Credit, Direct Lending. Open preview records include Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), Bessemer Venture Partners XII, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2024 Vintage).

How are Bryn Mawr Trust Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Bryn Mawr Trust Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bryn Mawr Trust Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bryn-mawr-trust-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bryn Mawr Trust Advisors?

In Prilago's bilateral commitment graph, Bryn Mawr Trust Advisors shares resolved underlying fund vehicles with 651 institutional LPs across 13 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Bucknell University Endowment (5 shared vehicles, e.g. Brookfield Global Transition Fund II (2025 Vintage)), Alpha Architect (4 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)), Ariel Investments (4 shared vehicles, e.g. Golub Capital Partners 15 (2023 Vintage)).

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