|
⚲
|
| Keyboard |
| Brandywine Asset Management Inc
✚
|
|
|---|---|
| CRD # | 307564 |
| SEC # | 801-121987 |
| CIK # | 0002106766, 0801121987 |
| AUM | 156.0 M (2026-06-15) |
| Employees | 5 (20% 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 | AUM |
|---|---|---|---|---|
| HF | Safer Equity Fund LP | 2024-07-01 | 11.0 M | |
| HF | Brandywine True Alpha LP | [2023-03-06] | 3.5 M | 34.0 M |
| Filed 2022-03-09 (D) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Marco Polo Stewardship Fund LP | [2023-03-06] | 9.6 M | 80.0 M |
| Filed 2022-03-14 (D) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Brandywine Protected 100 Fund LP | [2022-03-15] | 7.3 M | 2.0 M |
| Filed 2022-03-04 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Brandywine Protected 500 Fund LP | [2021-06-30] | 7.3 M | 3.0 M |
| Filed 2022-03-04 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 156.0 |
| (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 | 156.0 |
| By Discretionary | ||
| Discretionary | 2 | 156.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 156.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.0 | |
| Total | 2 | 156.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Proctor | Executive Officer | 25 | 2 | |
| Michael Dever | Executive Officer | 6 | 2 | |
| Joseph Gabor | Director | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106766] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900C5JJ89NPBNLC56 |
| Comparable Firms | State | AUM |
|---|---|---|
|
SCG Asset Management LLC
✚
|
IL | 158.7 M |
|
Nitor Capital Management LLC
✚
|
NJ | 158.6 M |
|
Settian Capital LP
✚
|
FL | 156.5 M |
|
Lipper Advisory Services Inc
✚
|
155.8 M | |
|
Quish & Co LLC
✚
|
CO | 154.2 M |
|
Winchester Asset Management LLC
✚
|
IL | 154.0 M |
|
Millennium Investment Services
✚
|
CA | 153.9 M |
|
Livian & Co LLC
✚
|
NY | 152.9 M |
|
Santiago Capital LLC
✚
|
152.7 M | |
|
Markin Asset Management LP
✚
|
152.5 M |