Brandywine Global Investment Management, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 110783
- Registered since
- August 29, 1986
- Website
- brandywineglobal.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Investment Companies26.92%
- Sovereign Wealth Funds23.99%
- Pooled Investment Vehicles18.24%
- Pension & Profit Sharing Plans9.3%
- State / Municipal Government6.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brandywine Global Investment Management, LLC is an SEC-registered investment advisor operating since 1986 as an LLC. The firm serves both individual/family and institutional clients and provides portfolio management across a range of account types, including separate accounts, pooled vehicles and investment companies. It also functions in CPO/CTA capacities and is affiliated with broker-dealer, trust company and sponsor/managing-member roles for pooled vehicles. Fee arrangements reported include asset-based fees, performance fees and other structures. Brandywine identifies as an active ESG investor, and its advisory remit spans retail-sized clients through institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities29%
- US Government Bonds27%
- Sovereign Bonds20%
- Other10%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 5
Terrence Murphy
President, CEOCRD 5007121
Adam Spector
Chief Executive OfficerCRD 2270713
Christian Correa
Chief Investment OfficerCRD 4464707
Contacts
3 of 9
Steven Tonkovich
Managing Director & Portfolio ManagerCRD 2040256
Henry Otto
Managing Director & Portfolio ManagerCRD 1836338
Susan Wilchusky
Sr. Managing DirectorCRD 2821165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$51.1M in ETFs
100%
$51.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $51M | 242,573 | 99.86% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1735 Market St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Abrdn Inc.
RIAPhiladelphia, PA
Clark Capital Management Group Inc
RIAPhiladelphia, PA
Nomura Investment Management Business Trust
RIAPhiladelphia, PA
Xponance LLC
RIAPhiladelphia, PA
Fs/Kkr Advisor, LLC
RIAPhiladelphia, PA
Mycio Wealth Partners, LLC
RIAPhiladelphia, PA