Brandywine Global Investment Management is a fund manager in Philadelphia with $54.38 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Brandywine Asset Management Inc, Brandywine Asset Management LLC
SEC CIK
IRS number
510294965
SEC advisor number
801-27797
FINRA CRD number
110783
AUM ?
$54.38 bn
(as of 26 Apr 23)
Accounts
1,176
(as of 26 Apr 23)
Employees
237
(49 investment advisory or research)
Address
Brandywine Global Investment Management
1735 MARKET STREET
SUITE 1800
PHILADELPHIA
PA 19103
1735 MARKET STREET
SUITE 1800
PHILADELPHIA
PA 19103
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
215-609-3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Legg Mason, Inc. | Managing Member | 01/1998 | > 75% |
Glassman, Mark, Paul | Chief Administrative Officer | 01/2007 | < 5% |
Marzullo, Christopher, David | General Counsel & Chief Compliance Officer | 03/2007 | < 5% |
Hoffman, David, Fenno | Elected Manager - Senior Managing Director | 10/2007 | < 5% |
Spector, Adam, Benjamin | Elected Manager - Managing Partner | 01/2015 | < 5% |
Otto, Henry, Fred | Elected Manager - Senior Managing Director | 07/1998 | < 5% |
Tonkovich, Steven, Mathew | Senior Managing Director | 08/2003 | < 5% |
Kaser, Patrick, Stanley | Senior Managing Director | 07/2012 | < 5% |
Franklin Resources, Inc. | Sole Shareholder of Legg Mason, Inc. | 07/2020 | > 75% |
Plafker, Jed, Andrew | Elected Manager | 08/2020 | < 5% |
Nicholls, Matthew | Elected Manager | 08/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Brandywine Global Investment Management, LLC | $54.38 bn | |
Brandywine Global Investment Management Trust - Brandywine Emerging Markets Debt Opportunities Fund | $22.20 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global Multi-sector Income Fund | $366.60 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine U.S. Fixed Income Esg Fund | Other Private Fund | |
Brandywine Global Investment Management Trust - Brandywine U.S. Short Duration Fund | Other Private Fund | |
Brandywine Global Investment Management Trust - Brandywine Emerging Markets Debt Fund | $39.46 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global Fixed Income Fund Investment Grade | $476.00 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global High Yield Bond Fund | $8.89 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global Opportunistic Fixed Income Fund | $2.00 bn | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global Opportunistic Fixed Income Sri Fund | $30.54 mm | Other Private Fund |
Brandywine Global Investment Management Trust - Brandywine Global Sovereign Credit Fund | $40.55 mm | Hedge Fund |
Brandywine Global Investment Management Trust - Brandywine Global Unconstrained Fixed Income - Enhanced Fund | $122.45 mm | Hedge Fund |
Brandywine Global Investment Management Trust - Brandywine Global Unconstrained Fixed Income Fund | $87.29 mm | Hedge Fund |
Brandywine Global Investment Management Trust - Brandywine U.S. Fixed Income Fund | $76.57 mm | Other Private Fund |
Brandywine Investment Trust - Classic Large Cap Value Equity Portfolio | $13.13 mm | Other Private Fund |
Brandywine Investment Trust - Classic Small Mid Cap Value Equity Portfolio | $879.39 k | Other Private Fund |
Brandywine Investment Trust - Diversified Combined Portfolio | $16.46 mm | Other Private Fund |
Brandywine Investment Trust - Dynamic Alternative Equity Portfolio | $1.42 mm | Hedge Fund |
Brandywine Investment Trust - Global Fixed Income Investment - Grade Portfolio | $33.09 mm | Other Private Fund |
Brandywine Investment Trust - Global Multi-sector Private Investor Portfolio | $252.26 mm | Hedge Fund |
Brandywine Investment Trust - Global Opportunistic Equity Portfolio | $43.75 mm | Other Private Fund |
Brandywine Investment Trust - Global Sustainable Fixed Income Portfolio | $12.69 mm | Other Private Fund |
Brandywine Investment Trust - International Opportunistic Equity Portfolio | $21.32 mm | Other Private Fund |
Brandywine Investment Trust - U.S. Concentrated Equity Portfolio | $2.13 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
SC 13G/A
Better Choice Co Inc.
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22