BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

RIASEC RegisteredEst. 2003

Total AUM

$9.8B

Discretionary

$4.7B

48% of AUM

Avg account

$19.3M

Accounts

510

Employees

Advisory reps

Firm details

Headquarters: BALTIMORE, Maryland
CRD number: 124612
Registered since: January 23, 2003
Website: www.brownadvisory.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles79.05%
Corporations / Businesses13.61%
HNWI6.87%
Charitable Organizations0.47%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Brown Advisory Investment Solutions Group LLC operates as an SEC-registered limited liability company that functions primarily as a multifaceted fund manager. The firm is structured to sponsor and manage pooled investment vehicles across multiple strategies, and it performs CPO/CTA activities. Its client focus is institutional, and its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Compensation mixes asset‑based fees, fixed fees and performance‑linked fees. The firm does not identify as an active ESG investor and is not reported as a multi‑state adviser.