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| Happy Holidays!! thanks for using AUM13F!! |
| Brandywine Asset Management Inc
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| CRD # | 307564 |
| SEC # | 801-121987 |
| CIK # | 0801121987 |
| AUM | $225.0 M (2025-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 610-361-1000 |
| Address | The Mill, 381 Brinton Lake Road Thornton, PA 19373 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Safer Equity Fund LP | 2024-07-01 | 70.0 | |
| HF | Brandywine True Alpha LP | [2023-03-06] | 3.5 | 34.0 |
| HF | Marco Polo Stewardship Fund LP | [2023-03-06] | 9.6 | 80.0 |
| HF | Brandywine Protected 100 Fund LP | [2022-03-15] | 7.3 | 2.0 |
| HF | Brandywine Protected 500 Fund LP | [2021-06-30] | 7.3 | 3.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 225.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 225.0 |
| By Discretionary | ||
| Discretionary | 2 | 225.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 225.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.0 | |
| Total | 2 | 225.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Proctor | 25 | ||
| Michael Dever | 6 | ||
| Joseph Gabor | 2 |
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|---|---|---|
|
Evergreen Capital Associates LLC
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NJ | 0.2 |
|
Stance Capital LLC
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MA | 0.2 |
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MORI Huston Partners LLC
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FL | 0.2 |
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Gulfstream CM LLC
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NJ | 0.2 |
|
Boyar Asset Management Inc
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NY | 0.2 |
|
AtlasMark Financial Inc
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TX | 0.2 |
|
Sparrow Capital Management Inc
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MO | 0.2 |
|
Crescat Portfolio Management LLC
✚
|
CO | 0.2 |
|
Ironwood Investment Management LLC
✚
|
MA | 0.2 |
|
Clutterbuck Capital Management LLC
✚
|
OH | 0.2 |