Brown Advisory Investment Solutions Group LLC

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Brown Advisory Investment Solutions Group LLC ✚
CRD #	124612
SEC #	801-61732
CIK #	0001742043
AUM	$7.3 BB (2024-05-17)
Employees	26 (81% Investors, 0% Brokers)
Phone	410-537-5400
Address	901 South Bond Street Baltimore, MD 21231
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($BB) Copy

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
Other	Ashwood 2023 Private Credit II - SDOF III	[2024-03-28]	2.2	2.2
Other	Ashwood 2023 Private Credit II - SDOF III Parallel	[2024-03-28]	5.5	2.6
Other	Ashwood 2023 Private Credit I - SSO II	[2024-03-28]	8.0	2.5
PE	Ashwood 2023 Private Investment III - AR	[2024-03-28]	28.2	0.3
PE	Ashwood 2023 Private Investment II - VG	[2024-03-28]	4.6	1.0
PE	Ashwood 2023 Private Investment IV - NT III	[2024-03-28]	5.6	0.1
PE	Ashwood 2023 Private Investment V - Elephant IV A	[2024-03-28]	2.5	2.4
PE	Ashwood 2023 Private Investment VI - Elephant V	[2024-03-28]	13.9	0.0
PE	Ashwood 2023 Private Investment VIII - Crockett	2024-03-28		14.2
PE	Ashwood 2023 Private Investment VII - Kinetic Broadband	[2024-03-28]	8.6	0.2
View All

AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.2
(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	346	6.2
(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	0.9
(n) Other	0	0.0
Total	360	7.3
By Discretionary
Discretionary	109	3.6
Non-Discretionary	251	3.8
Total	360	7.3
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		7.2
Total	360	7.3

Related Firms	State	AUM ($BB)
Brown Advisory LLC ✚	MD	108.3
Brown Advisory Investment Solutions Group LLC ✚	MD	7.3
Brown Advisory Securities LLC ✚	MD	0.0

Comparable Firms	State	AUM ($BB)
Tolleson Private Wealth Management LP ✚	TX	8.2
Mill Creek Capital Advisors LLC ✚	PA	8.2
TIAA Kaspick LLC ✚	MA	8.1
SignatureFD LLC ✚	GA	7.2
AB Private Credit Investors LLC ✚	TX	7.1
PT Asset Management LLC ✚	IL	7.0
Tortoise Capital Advisors LLC ✚	KS	6.9
Signature Financial Management Inc ✚	VA	6.9
Angeles Investment Advisors LLC ✚	CA	6.4
Edge Capital Group LLC ✚	GA	6.4

Assets, Funds, Holdings