Brandywine Global Investment Management, LLC

RIASEC Registered

Total AUM

$65.4B

Discretionary

$60.7B

93% of AUM

Avg account

$67M

Accounts

977

Employees

157

Advisory reps

9

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

FINTRX

Overview

Brandywine Global Investment Management, LLC is a hedge-fund–classified investment adviser that provides portfolio management across individual, family and institutional client segments. The firm is registered with the SEC (registration year 1986) and operates as a limited liability company. Its advisory capabilities span managed accounts and pooled vehicles, and it also functions in roles such as commodity pool operator/CTA and sponsor/manager of pooled investment vehicles. Fee arrangements include percentage-of-AUM and performance-based components, and the firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities29%
US Government Bonds27%
Sovereign Bonds20%
Other10%
Investment Grade Corp Bonds5%

Owners & executives

3 of 3

Sonal Desai
Executive Vice President & Chief Investment OfficerCRD 7070945
Bjorn Davis
Chief Compliance OfficerCRD 4104631
Christian Correa
Chief Investment OfficerCRD 4464707

Contacts

3 of 6

Richard Lawrence
Executive Vice PresidentCRD 4074544
Patrick Kaser
Managing Director and Portfolio ManagerCRD 2702768
Henry Otto
Managing Director & Portfolio ManagerCRD 1836338

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$51.1M in ETFs

Passive

100%

$51.1M

Active

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%

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Primary office

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

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