Brave Warrior Advisors, LLC

RIASEC RegisteredEst. 1987

Total AUM

$5.6B

Discretionary

$5.6B

100% of AUM

Avg account

$19.6M

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 108894
Registered since: April 20, 1987
Custodians: PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI69.47%
Charitable Organizations22.79%
Pooled Investment Vehicles3.91%
Corporations / Businesses3.28%
Pension & Profit Sharing Plans0.44%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brave Warrior Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1987. The firm is classified as a hedge fund and serves both individual/family and institutional clients. Compensation includes a percentage-of-AUM fee plus performance-based fees, consistent with its hedge fund activity. Advisory services include portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also appears as sponsor, general partner and managing member of pooled funds it advises. FINTRX notes the firm is not an active ESG investor and is not registered as a multi-state adviser.