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 an SEC-registered investment manager organized as an LLC and operating since 2006. The firm serves primarily institutional clients and positions itself as a capital allocator and multifaceted fund manager that runs pooled vehicles and advises businesses or institutions. Its advisory activities include portfolio management for pooled investment vehicles, portfolio management for institutions or businesses, and the selection of other advisers. Brandywine operates under a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — consistent with a manager that runs hedge-style and private funds. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser.
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
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
Similar firms
WILMINGTON FUNDS MANAGEMENT CORPORATION
RIAWILMINGTON, DE
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
RIAWILMINGTON, DE
GREAT VALLEY ADVISOR GROUP, LLC
RIAWILMINGTON, DE
DUPONT CAPITAL MANAGEMENT
RIAWILMINGTON, DE
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
RIAGREENVILLE, DE
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
RIAWILMINGTON, DE