Brown Capital Management, LLC

RIASEC Registered

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. The firm is SEC-registered (first registered in 1983) and serves both individual and family clients as well as institutional investors. Its revenue model combines percentage-of-assets fees with performance-based fees, and its advisory work spans portfolio management for individuals and small businesses, investment companies, and other institutions. Brown Capital is not positioned as a capital allocator and is not identified as an active ESG investor. The firm earned placements on CNBC’s Top 100 Financial Advisory Firms list in 2020 and 2021.