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Brandywine Asset Management Inc
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CRD # | 307564 |
SEC # | 801-121987 |
CIK # | 0801121987 |
AUM | $140.0 MM (2024-07-01) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 610-361-1000 |
Address | The Mill, 381 Brinton Lake Road Thornton, PA 19373 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 140.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 15 | 140.0 |
By Discretionary | ||
Discretionary | 15 | 140.0 |
Non-Discretionary | 0 | 0.0 |
Total | 15 | 140.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 140.0 | |
Total | 15 | 140.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Robert Proctor | 25 | ||
Michael Dever | 5 | ||
Joseph Gabor | 2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Clutterbuck Capital Management LLC
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|
OH | 0.1 |
Steinberg Asset Management LLC
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|
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
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|
TX | 0.1 |
Capstone Investment Financial Group LLC
✚
|
NY | 0.1 |
US Wealth Group LLC
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|
NY | 0.1 |