Brown Advisory is a fund manager in Baltimore with $120.62 bn assets under management.
Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
260680642
SEC advisor number
801-38826
FINRA CRD number
110181
AUM ?
$120.62 bn
(as of 13 Apr 22)
Accounts
19,464
(as of 13 Apr 22)
Employees
637
(221 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hankin, Michael, David | President & CEO | 07/2007 | < 5% |
Churchill, David, Michael | Chief Operating Officer | 07/2007 | < 5% |
Brown Advisory Management LLC | Holding Company and Managing Memeber | 01/2012 | > 75% |
Brown Advisory Incorporated | Unit Holder and Managing Member | 07/2008 | |
Rogers, Brett, David | General Counsel & Chief Compliance Officer | 04/2010 | < 5% |
Brown Advisory Group Holdings LLC | Holding Company | 01/2016 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Brown Advisory | $120.62 bn | |
Brown Advisory Global Focus Master Fund LTD. | $141.32 mm | Hedge Fund |
Brown Advisory Global Focus Offshore Fund LTD | $107.56 mm | Other Private Fund |
Brown Advisory Global Focus Onshore Fund LP | $35.43 mm | Other Private Fund |
Latest filings (excl ownership)
MA-W
Municipal Advisor notice of withdrawal
4 Apr 23
MA-I/A
Municipal Advisor registration (individual) (amended)
24 Mar 23
MA-I/A
Municipal Advisor registration (individual) (amended)
24 Mar 23
MA-A
Municipal Advisor registration (firm) (update)
4 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
20 May 21
MA-A
Municipal Advisor registration (firm) (update)
15 Apr 20
MA-A
Municipal Advisor registration (firm) (update)
5 Apr 19
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 18
MA/A
Municipal Advisor registration (firm) (amended)
12 Jul 17
MA-A
Municipal Advisor registration (firm) (update)
21 Mar 17
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
24 Apr 24
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
24 Oct 23
13F-NT
Notice of holdings reported by another manager
10 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
2 Aug 22
13F-NT
Notice of holdings reported by another manager
9 May 22
13F-NT
Notice of holdings reported by another manager
26 Jan 22