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| Brandywine Asset Management Inc
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|
|---|---|
| CRD # | 307564 |
| SEC # | 801-121987 |
| CIK # | |
| AUM | $115.0 MM (2023-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-361-1000 |
| Address | The Mill, 381 Brinton Lake Road Thornton, PA 19373 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| 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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 15.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 115.0 |
| By Discretionary | ||
| Discretionary | 4 | 15.0 |
| Non-Discretionary | 1 | 100.0 |
| Total | 5 | 115.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.0 | |
| Total | 5 | 115.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Proctor | 24 | ||
| Michael Dever | 5 | ||
| Joseph Gabor | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EMC Capital Management LLC
✚
|
TX | 0.1 |
|
Gilead Capital LP
✚
|
NY | 0.1 |
|
US Wealth Group LLC
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|
NY | 0.1 |
|
Thompson Davis & Co Inc
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|
VA | 0.1 |
|
ACT Capital Management LLC
✚
|
PA | 0.1 |
|
Perkins Capital Management Inc
✚
|
MN | 0.1 |
|
Schear Investment Advisers LLC
✚
|
OH | 0.1 |
|
Clutterbuck Capital Management LLC
✚
|
OH | 0.1 |
|
Conscious Endeavors LP
✚
|
NY | 0.1 |
|
Sizemore Capital Management LLC
✚
|
TX | 0.1 |