BROWN ADVISORY
Firm details
- Headquarters
- NORFOLK, Virginia
- CRD number
- 106375
- Registered since
- September 6, 1994
- Website
- www.brownadvisory.com
- Custodians
- THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI73.26%
- Pooled Investment Vehicles21.93%
- Corporations / Businesses2.75%
- Charitable Organizations1.97%
- Individuals0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brown Advisory operates as a multi-strategy investment manager and independent RIA that blends discretionary portfolio management with active fund sponsorship and capital allocation. The firm runs pooled vehicles and separate accounts for both individual/family and institutional clients, and it serves as a selector of external managers in addition to running in-house strategies. Its business mix includes hedge fund and private equity sponsorship alongside traditional advisory services; fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting a mix of client mandates and pooled-product economics. Investment activity is tilted heavily toward private and alternative investments. The firm’s preferred manager allocations include private equity, venture capital, hedge funds, real estate and private credit, and it also uses third-party mutual funds and fund-of-funds structures where appropriate. Brown Advisory emphasizes discretionary portfolio placement for pooled vehicles and institutional mandates while retaining capacity to deploy non-discretionary relationships on a smaller scale.
Assets & Accounts
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
- Private Funds62%
- Exchange Traded Equities16%
- Public Funds/Mutual Funds11%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
3 of 5VICTOR FERNANDEZ
Chief Compliance OfficerCRD 4652014
LOGIE FITZWILLIAMS
Co-CEO, PartnerCRD 4747501
SHANNON PIERCE
Chief Financial OfficerCRD 5017028
Contacts
3 of 18Teague Avey
PartnerCRD 6630058
SEAN MEEHAN
Strategic AdvisorCRD 2842132
ROSE BENNETCH
Private Client Relationship AdvisorCRD 4669911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORFOLK, VA
NORFOLK CITY
Location
NORFOLK, VA
Headquartered in NORFOLK, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- NORFOLK CITY
- Address
- 101 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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