Tweedy, Browne Company LLC

RIASEC Registered

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 adviser (registered in 1975) that operates as a capital allocator and manager across individual, pooled and institutional mandates. The firm is organized as an LLC and is classified in FINTRX as a hedge fund and other fund provider; it also performs CPO/CTA activities and often serves as sponsor, general partner or managing member of pooled vehicles. Its client base includes individuals and families as well as institutional investors, and its advisory work covers portfolio management for individuals, pooled vehicles, investment companies and businesses or institutions. The firm charges fees as a percentage of assets under management and reports that it is an active ESG investor.