Brinker Capital is an investment advisor in Berwyn with $25.40 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232829742
SEC advisor number
801-30504
FINRA CRD number
111743
AUM ?
$25.40 bn
(as of 30 Jun 20)
Accounts
62,018
(as of 30 Jun 20)
Employees
168
(15 investment advisory or research)
Address
Brinker Capital
1055 WESTLAKE DRIVE
SUITE 250
BERWYN
PA 19312
1055 WESTLAKE DRIVE
SUITE 250
BERWYN
PA 19312
Office hours
Monday - Friday, 8:30-5:30
Phone
610 407 5500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brinker Capital Holdings, Inc. | Owner of Applicant | 10/1995 | > 75% |
Widger, Irwin, Charles | Executive Chairman | 07/2012 | 50-75% |
Widger, Irwin, Charles | Stockholder | 01/2000 | 50-75% |
Beaman, Noreen, Darcy | Chief Executive Officer | 07/2012 | 5-10% |
Green, Philip, Francis | Chief Financial Officer | 01/2004 | < 5% |
Ferko, Brian, Michael | Chief Compliance Officer | 11/2010 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 20
13F-HR
Quarterly holdings report by institutional manager
29 Apr 20
SC 13G/A
iSHARES TRUST
21 Feb 20
13F-HR
Quarterly holdings report by institutional manager
18 Feb 20
SC 13G/A
PROSHARES TRUST
13 Feb 20
SC 13G/A
PROSHARES TRUST
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
21 Oct 19
SC 13G/A
iSHARES TRUST
8 Oct 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19
SC 13G/A
iSHARES TRUST
9 Aug 19