BROWN ADVISORY

Overview

Brown Advisory operates as an independent registered investment adviser and positions itself as a capital allocator for both individuals and institutional clients. The firm’s investment activity shows a clear tilt toward equities as a core exposure, delivered through a mix of separate managed accounts and exchange-traded vehicles. Brown Advisory also performs manager selection and sponsors pooled vehicles, which signals an active role in sourcing and structuring third-party strategies alongside in-house portfolio management. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting a mix of traditional wealth management and incentive-aligned institutional mandates. The firm’s advisory activities cover portfolio management for individuals, pooled investment vehicles and institutions, and it also operates as a CPO/CTA and a sponsor or managing member of pooled funds. Brown Advisory is not characterized as an active ESG investor in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices