Brown Capital Management, LLC

RIASEC RegisteredEst. 1983

Total AUM

$4.5B

Discretionary

$4.5B

100% of AUM

Avg account

$137M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Baltimore, Maryland
CRD number: 105633
Registered since: July 14, 1983
Website: www.browncapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies55.04%
State / Municipal Government25.68%
Charitable Organizations8.87%
Corporations / Businesses7.85%
Pension & Profit Sharing Plans1.41%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brown Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and in operation since 1983. The firm serves both individual and family clients as well as institutional investors, offering portfolio management to individuals/small businesses, investment companies, and businesses or institutions. Its fee arrangements include a traditional percentage-of-AUM component and performance-based fees. Brown Capital reports it is not an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm has been recognized in industry lists, appearing among CNBC’s Top 100 Financial Advisory Firms in both 2020 and 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

3 of 3

Michael Forster
Chief Operating Officer & Chief Financial OfficerCRD 7245724
Eddie Brown
Founder, Chairman, CEO and Senior Portfolio ManagerCRD 4320565
Keith Lee
President, Chief Investment Officer and Senior Portfolio ManagerCRD 4320566