Brandywine Asset Management Inc

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Assets, Funds, Holdings

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Brandywine Asset Management Inc
CRD #307564
SEC #801-121987
CIK #0801121987
AUM $140.0 MM (2024-07-01)
Employees 2 (100% Investors, 0% Brokers)
Phone610-361-1000
AddressThe Mill, 381 Brinton Lake Road
Thornton, PA 19373
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
170136102683402001200920172025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Safer Equity Fund LP 2024-07-01 80.0
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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 140.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 15 140.0
By Discretionary
Discretionary 15 140.0
Non-Discretionary 0 0.0
Total 15 140.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 140.0
Total 15 140.0
Form D Directors # Filings # Firms 2011 - 2024
Robert Proctor 25
Michael Dever 5
Joseph Gabor 2
Comparable Firms State AUM ($BB)
Clutterbuck Capital Management LLC
OH 0.1
Steinberg Asset Management LLC
NY 0.1
Daytona Street Capital LLC
MO 0.1
Equilibrium Ventures LLC
NY 0.1
SCG Asset Management LLC
IL 0.1
Schear Investment Advisers LLC
OH 0.1
Oberon Asset Management LLC
NY 0.1
SVRN Asset Management LLC
TX 0.1
Capstone Investment Financial Group LLC
NY 0.1
US Wealth Group LLC
NY 0.1
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