Brandywine Managers, LLC
Firm details
- Headquarters
- Hockessin, Delaware
- CRD number
- 137388
- Registered since
- May 15, 2006
- Website
- brandywinetrust.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brandywine Managers, LLC is a compact institutional-focused allocator and fund manager that has been registered with the SEC since 2006. The firm operates across hedge fund and private equity strategies and serves predominantly institutional clients through pooled vehicles and separate account mandates. Its activities include direct portfolio management for pooled investment vehicles and businesses or institutions, plus the selection of third‑party advisers and managers. Fee arrangements incorporate asset-based fees, fixed fees and performance-linked fees. Brandywine does not position itself as an active ESG investor and is affiliated with a trust company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Kristina Sherman
Chief Compliance OfficerCRD 5085747
Jeffrey Becker
Chief Financial OfficerCRD 5085743
Richard Carlson
Director, President And Chief Executive OfficerCRD 5059585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$40.6M in ETFs
100%
$40.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $40.6M | 293,679 | 100.00% |
Location
Hockessin, DE
New Castle
Location
Hockessin, DE
Headquartered in Hockessin, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 7234 Lancaster Pike
- Time zone
- ET (UTC-5)
- Office locations
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