BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT

RIASEC RegisteredEst. 2001

Total AUM

$7.2B

Discretionary

$7.2B

100% of AUM

Avg account

$1B

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 111231
Registered since: May 30, 2001
Website: www.bbh.com
Fee structure: Percentage of AUM
Client types: Investment Companies95.02%
Pooled Investment Vehicles4.98%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brown Brothers Harriman Mutual Fund Advisory Department serves institutional clients as a portfolio manager for collective investment vehicles and investment companies. Registered in 2001, the unit operates as a capital allocator that charges fees as a percentage of assets under management and is active on ESG considerations. Its regulatory and business footprint includes roles associated with banking and commodity pool/CTA activities, and it participates as sponsor, general partner or managing member of pooled vehicles. The advisory department sources third-party managers and constructs portfolios for pooled products and funds rather than operating as a retail advisor. Its mandate and organizational links suggest integration with broader trust, banking and custody capabilities within the Brown Brothers Harriman platform, using both internal and external manager relationships to implement strategies.