Brandywine Global Investment Management LLC

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Assets, Funds, Holdings

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Brandywine Global Investment Management LLC
CRD #110783
SEC #801-27797
CIK #0000829108
AUM $56.0 BB (2024-07-16)
Employees 121 (39% Investors, 28% Brokers)
Phone215-609-3500
Address1735 Market Street
Philadelphia, PA 19103
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
806448321602001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
JPM 340.2 0.4
C 91.7 0.3
CVX 294.6 0.2
JNJ 465.6 0.2
BAC 278.3 0.2
COP 123.2 0.2
GM 49.6 0.2
T 147.5 0.2
TMUS 166.8 0.2
CMCSA 175.3 0.2
View All
Holdings by Sector ($BB)
25201510502013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Brandywine Global Investment Management Trust - Brandywine US Fixed Income Duration Banded - Two Years Fund 2023-12-21 74.0
Other Brandywine Global Investment Management Trust - Brandywine US High Yield Bond Fund 2023-12-21 0.0
HF Brandywine Global Investment Management Trust - Brandywine US High Yield Opportunities Fund 2023-12-21 8.3
Other Brandywine Investment Trust - Global Multi-Sector Impact Portfolio 2023-12-21 11.9
Other Brandywine Global Investment Management Trust - Brandywine US Fixed Income ESG Fund 2022-12-19 0.0
Other Brandywine Global Investment Management Trust - Brandywine Global Multi-Sector Income Fund 2021-06-28 400.9
Other Brandywine Investment Trust - Diversified Combined Portfolio 2021-06-28 18.4
HF Brandywine Investment Trust - Global Multi-Sector Private Investor Portfolio 2021-06-28 261.1
Other Brandywine Investment Trust - Global Sustainable Fixed Income Portfolio 2021-06-28 12.7
Other Brandywine Global Investment Management Trust - Brandywine Emerging Markets Debt Opportunities Fund 2020-06-19 25.3
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 860 0.2
(b) Individuals (high net worth individuals) 19 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 29 13.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 74 11.9
(g) Pension and profit sharing plans 36 8.0
(h) Charitable organizations 12 1.4
(i) State or municipal government entities 46 3.3
(j) Other investment advisers 19 3.0
(k) Insurance companies 9 1.2
(l) Sovereign wealth funds and foreign official institutions 11 11.5
(m) Corporations or other businesses not listed above 7 1.6
(n) Other 0 0.0
Total 1,122 56.0
By Discretionary
Discretionary 1,103 53.1
Non-Discretionary 19 3.0
Total 1,122 56.0
By Non-United States Persons
Non-United States Persons 26.8
United States Persons 29.2
Total 1,122 56.0
Form D Directors # Filings # Firms 2011 - 2024
Ronan Guilfoyle 345
Roger Hanson 255
Wade Kenny 84
David Hoffman 29
Mark Glassman 6
Susan Wilchusky 3
Alaina Daley 2
EDGAR Form CIK 2011 - 2024
13F-HR [0000829108]
3 [0000829108]
SC 13G [0000829108]
Form 13D/13G Filer Form 13D/13G Subject Filed
Brandywine Global Investment Management LLC Better Choice Co Inc [2022-02-10]
Brandywine Global Investment Management LLC Proshares Trust [2015-02-17]
Brandywine Global Investment Management LLC TMS International Corp [2013-02-14]
Form 3/4/5 Subject 2011 - 2024
Brandywine Global Investment Management, LLC
BrandywineGLOBAL-Global Income Opportunities Fund Inc
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