Tweedy, Browne Company LLC

RIASEC RegisteredEst. 1975

Total AUM

$7.1B

Discretionary

$7.1B

100% of AUM

Avg account

$32.1M

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 6857
Registered since: March 25, 1975
Website: www.tweedy.com
Custodians: RBC CAPITAL MARKETS, LLC, PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies72.18%
Pooled Investment Vehicles16.21%
HNWI5.19%
Charitable Organizations2.89%
Pension & Profit Sharing Plans2.53%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tweedy, Browne Company LLC is an SEC-registered investment manager active since the mid-1970s that operates as a limited liability company and a capital allocator for both individual/family and institutional clients. The firm combines portfolio management across separately managed accounts, pooled vehicles and investment companies with activities as a sponsor and general partner for private funds. It also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). Fee arrangements are based on a percentage of assets under management, and the firm identifies as an active ESG investor in its public filings.