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Brave Warrior Advisors LLC
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CRD # | 108894 |
SEC # | 801-29459 |
CIK # | 0001553733 |
AUM | $3.9 BB (2023-03-30) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 212-421-9760 |
Address | 12 East 49th Street New York, NY 10017 |
Source | [IAPD] [EDGAR] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
APO | 29.5 | 0.5 | |
PRI | 4.6 | 0.4 | |
FNF | 10.3 | 0.3 | |
LAD | 8.3 | 0.2 | |
JPM | 340.2 | 0.2 | |
RJF | 19.9 | 0.2 | |
OMF | 4.8 | 0.2 | |
URI | 17.8 | 0.2 | |
DHI | 23.2 | 0.2 | |
LEN | 20.6 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Brave Warrior Ranger Accredited LP | [2013-03-18] | 51.3 | 24.7 |
HF | Brave Warrior Ranger Fund BVI Ltd | [2013-03-18] | 300.8 | 62.9 |
HF | Brave Warrior Ranger Fund LP | [2013-03-18] | 96.4 | 62.7 |
HF | Brave Warrior Ranger Qualified LP | [2013-03-18] | 300.8 | 25.4 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 14 | 0.0 |
(b) Individuals (high net worth individuals) | 80 | 2.7 |
(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 | 0.2 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 6 | 0.9 |
(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 | 6 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 280 | 3.9 |
By Discretionary | ||
Discretionary | 280 | 3.9 |
Non-Discretionary | 0 | 0.0 |
Total | 280 | 3.9 |
By Non-United States Persons | ||
Non-United States Persons | 1.0 | |
United States Persons | 3.0 | |
Total | 280 | 3.9 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Benjamin Raybould | 6 | ||
Allan Mecham | 6 | ||
Investment Manager Brave Warrior Advisors LLC | 5 | ||
Donna Marteldowning | 5 | ||
Glenn Greenberg | 5 | ||
General Partner Arlington Value Capital LLC | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001553733] | |
SC 13D | [0001553733] | |
SC 13G | [0001553733] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Brave Warrior Advisors LLC | Primerica Inc | [2016-02-16] |
Brave Warrior Advisors LLC | Higher One Holdings Inc | [2013-11-29] |
Brave Warrior Advisors LLC | Higher One Holdings Inc | [2013-09-27] |
Brave Warrior Advisors LLC | Primerica Inc | [2013-02-14] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ACR Alpine Capital Research LLC
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|
MO | 4.4 |
Iron Capital Advisors Inc
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GA | 4.2 |
Stonegate Investment Group LLC
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AL | 4.1 |
LMCG Investments LLC
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MA | 4.0 |
Copeland Capital Management LLC
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PA | 4.0 |
1607 Capital Partners LLC
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VA | 3.9 |
SB Value Partners LP
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TX | 3.9 |
Atalanta Sosnoff Capital LLC
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NY | 3.9 |
Jackson Square Partners LLC
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CA | 3.8 |
Chicago Partners Investment Group LLC
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IL | 3.6 |