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 institutional registered investment adviser organized as an LLC and SEC-registered since 1983. The firm serves both individual/family clients and institutional investors, offering portfolio management across individuals/small businesses, investment companies, and other institutions. Its client-fee model combines asset-based fees with performance-linked fees for certain mandates. The firm reports a preference for equity-oriented strategies and is not identified as an active ESG investor. It does not describe itself as a multi-state adviser or a capital allocator to in-house alternative strategies. Brown Capital Management, LLC was named to CNBC’s Top 100 Financial Advisory Firms list 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

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