Brown Advisory Ltd.

RIASEC RegisteredEst. 2014

Total AUM

$26.6B

Discretionary

$26.2B

99% of AUM

Avg account

$17.4M

Accounts

1,532

Employees

110

Advisory reps

Firm details

Headquarters: London,
CRD number: 168985
Registered since: December 3, 2014
Website: www.brownadvisory.com
Custodians: THE BANK OF NEW YORK MELLON, SEI INVESTMENTS GUERNSEY LIMITED, SEI INVESTMENTS (EUROPE) LIMITED
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles39.97%
Corporations / Businesses17.49%
Pension & Profit Sharing Plans17.48%
HNWI11.18%
Investment Companies9.77%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brown Advisory Ltd. operates as an institutional registered investment adviser focused on portfolio management for individuals, families, pooled vehicles and institutional clients. The firm is structured as a domestic entity with individual ownership and is registered with the SEC since 2014. Its business activities include acting as a financial product salesperson and managing portfolios for a range of client types; it charges fees as a percentage of assets under management. The adviser does not describe itself as an active ESG investor and is not multi-state registered. Brown Advisory Ltd. also undertakes sponsor/GP and managing-member roles for pooled investment vehicles and is affiliated with other investment-advice and trust-related activities, suggesting it both advises outside funds and can originate or manage pooled structures.