Brown Brothers Harriman Mutual Fund Advisory Department
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
FINTRXOverview
Brown Brothers Harriman Mutual Fund Advisory Department is the mutual-fund advisory arm of a larger private banking and custodial organization that acts as a capital allocator for institutional clients. Registered with the SEC since 2001, the group operates under a percentage-of-AUM fee model and identifies its client base as institutional. Its advisory remit centers on managing portfolios for registered investment companies and pooled investment vehicles. The department also has banking and CPO/CTA activities on its business slate and reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Houda Kallash
Chief Legal OfficerCRD 5769016

Gavin Clemons
Partner & Chief Investment StrategistCRD 2152999

Justin Reed
Partner, Chief Investment OfficerCRD 5019571
Contacts
3 of 44
William Tyree
Managing PartnerCRD 2743965
Christopher Mccabe
PartnerCRD 3046103
Lewis Hart
PartnerCRD 4985092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 481Active vs passive
$6.3B in ETFs
66%
$4.1B
12%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.9B | 2,471,912 | 29.37% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- Ridge St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Sachem Head Capital Management LP
RIANew York, NY
BDT & Msd Bdc Management, LLC
RIANew York, NY
Crestview Partners
RIANew York, NY
TAG Associates LLC
RIANew York, NY
John W. Bristol & Co, Inc.
RIANew York, NY
Argo Infrastructure Partners LP
RIANew York, NY