BMT INVESTMENT ADVISORS

https://www.bmt.com/mutual-fund/ BERWYN, PA Investment Advisor How do I update this listing?

BMT Investment Advisors is based out of Berwyn. BMT Investment Advisors is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $192,000,000 (Form ADV from 2019-03-26). Their last reported 13F filing for Q1 2019 included $182,957,000 in managed 13F securities and a top 10 holdings concentration of 19.6%. BMT Investment Advisors's largest holding is Apple Inc with shares held of 23,722. Whalewisdom has at least 7 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $182.957 Million
  • Prior Market Value $157.612 Million
  • New Purchases80 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 19.60 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.67%
Performance Last 4 Quarters: 4.41%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BMT INVESTMENT ADVISERS
1436 LANCASTER AVENUE
BERWYN PA    19312
Country: United States

Business Phone: 610-581-4774
Fax: 610-527-8397
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Other (specify) STATUTORY TRUST
Organized in: DE
Number of employees: 0
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BMT INVESTMENT ADVISERS

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BRYN MAWR BANK CORPORATION SHAREHOLDER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAU ASSOCIATES LLC SOLE MEMBER OF JNJ HOLDINGS LLC indirect 2008-07-01
LAU ASSOCIATES LLC SOLE MEMBER direct 2008-07-01
PERRY CREEK CAPITAL LP SHAREHOLDER indirect 2008-08-01
BMT INVESTMENT ADVISERS SHAREHOLDER direct 2017-05-01
WELLMAN, STEPHEN, MICHAEL CHIEF COMPLIANCE OFFICER/TRUSTEE 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LIBERTY RIDGE CAPITAL, INC. DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01
ECHO POINT INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2010-09-01
BMT INVESTMENT ADVISERS CHIEF COMPLIANCE OFFICER/TRUSTEE direct 2017-05-01
PILGRIM BAXTER VALUE INVESTORS INC SENIOR VICE PRESIDENT direct 1998-01-01 2001-01-29
PILGRIM BAXTER & ASSOCIATES LTD SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, EXECUTIVE COMMITTEE MEMBER direct 1995-04-01 2001-08-14
PILGRIM BAXTER & ASSOCIATES LTD SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER direct 1995-04-01 2004-11-22
LIBERTY RIDGE CAPITAL, INC. SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER AND OPERATING COMMITTEE MEMBER direct 1995-04-01 2005-05-24
LIBERTY RIDGE CAPITAL, INC. PRESIDENT, CHIEF ADMINISTRATIVE OFFICER AND OPERATING COMMITTEE MEMBER direct 1995-04-01 2005-11-17
LIBERTY RIDGE CAPITAL, INC. PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01 2007-03-28
DUNDEEWEALTH US, LP CHIEF COMPLIANCE OFFICER direct 2010-03-01 2010-04-01
FOX, JENNIFER, DEMPSEY PRESIDENT/PRINCIPAL EXECUTIVE OFFICER/TRUSTEE 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BMT INVESTMENT ADVISERS PRESIDENT/PRINCIPAL EXECUTIVE OFFICER/TRUSTEE direct 2018-01-01
JENKINS, MARC, NMN TREASURER/PRINCIPAL FINANCIAL OFFICER/TRUSTEE 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BMT INVESTMENT ADVISERS TREASURER/PRINCIPAL FINANCIAL OFFICER/TRUSTEE direct 2019-01-01

BMT INVESTMENT ADVISERS

ownership team - last updated 2017-09-28
Name Title Start Date Direct/Indirect % Ownership
HARRINGTON, MICHAEL, WILLIAM TREASURER/TRUSTEE 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AVANTI CAPITAL INC PRESIDENT/DIRECTOR OF AVANTI direct 2000-02-01
BMT INVESTMENT ADVISERS TREASURER/TRUSTEE direct 2017-05-01
LETO, FRANCIS, JOSEPH PRESIDENT/TRUSTEE 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAU ASSOCIATES LLC CHAIRMAN AND MANAGER direct 2008-07-01
BMT INVESTMENT ADVISERS PRESIDENT/TRUSTEE direct 2017-05-01
WELLMAN, STEPHEN, MICHAEL CHIEF COMPLIANCE OFFICER/TRUSTEE 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LIBERTY RIDGE CAPITAL, INC. DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01
ECHO POINT INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2010-09-01
BMT INVESTMENT ADVISERS CHIEF COMPLIANCE OFFICER/TRUSTEE direct 2017-05-01
PILGRIM BAXTER VALUE INVESTORS INC SENIOR VICE PRESIDENT direct 1998-01-01 2001-01-29
PILGRIM BAXTER & ASSOCIATES LTD SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, EXECUTIVE COMMITTEE MEMBER direct 1995-04-01 2001-08-14
PILGRIM BAXTER & ASSOCIATES LTD SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER direct 1995-04-01 2004-11-22
LIBERTY RIDGE CAPITAL, INC. SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER AND OPERATING COMMITTEE MEMBER direct 1995-04-01 2005-05-24
LIBERTY RIDGE CAPITAL, INC. PRESIDENT, CHIEF ADMINISTRATIVE OFFICER AND OPERATING COMMITTEE MEMBER direct 1995-04-01 2005-11-17
LIBERTY RIDGE CAPITAL, INC. PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01 2007-03-28
DUNDEEWEALTH US, LP CHIEF COMPLIANCE OFFICER direct 2010-03-01 2010-04-01
BRYN MAWR BANK CORPORATION SHAREHOLDER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAU ASSOCIATES LLC SOLE MEMBER OF JNJ HOLDINGS LLC indirect 2008-07-01
LAU ASSOCIATES LLC SOLE MEMBER direct 2008-07-01
PERRY CREEK CAPITAL LP SHAREHOLDER indirect 2008-08-01
BMT INVESTMENT ADVISERS SHAREHOLDER direct 2017-05-01

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