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| Happy Holidays!! thanks for using AUM13F!! |
| Brown Advisory Investment Solutions Group LLC
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| CRD # | 124612 |
| SEC # | 801-61732 |
| CIK # | 0001742043 |
| AUM | $8.4 B (2025-05-29) |
| Employees | 26 (81% Investors, 0% Brokers) |
| Phone | 410-537-5400 |
| Address | 901 South Bond Street Baltimore, MD 21231 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ashwood 2024 Private Investment III - Imprint | 2025-03-28 | 4.6 | |
| PE | Ashwood 2024 Private Investment II - Transom IV | 2025-03-28 | 3.2 | |
| PE | Ashwood 2024 Private Investment I - Wingstop | 2025-03-28 | 6.6 | |
| PE | Brittany Brown | 2025-03-28 | 7.3 | |
| PE | Brown Advisory Blackbird Investors 2 LLC | 2025-03-28 | 22.1 | |
| PE | Brown Advisory Blackbird Investors LLC | 2025-03-28 | 152.5 | |
| HF | Brown Advisory Global Managers LLLP - Series O | [2025-03-28] | 40.2 | 43.1 |
| HF | Brown Advisory Global Managers LLLP - Series P | [2025-03-28] | 40.2 | 17.0 |
| PE | Brown Advisory Investors 2023 - Trive V LLLP | 2025-03-28 | 5.1 | |
| PE | Brown Advisory Investors 2024 - AGF VII LLLP | 2025-03-28 | 4.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 352 | 7.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 8.4 |
| By Discretionary | ||
| Discretionary | 112 | 4.4 |
| Non-Discretionary | 250 | 4.1 |
| Total | 362 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 362 | 8.4 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Brown Advisory LLC
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|
MD | 121.9 |
|
Brown Advisory Investment Solutions Group LLC
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|
MD | 8.4 |
|
Brown Advisory Securities LLC
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|
MD | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PT Asset Management LLC
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|
IL | 9.6 |
|
Mill Creek Capital Advisors LLC
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|
PA | 9.2 |
|
Tolleson Private Wealth Management LP
✚
|
TX | 8.8 |
|
TIAA Kaspick LLC
✚
|
MA | 8.5 |
|
Tortoise Capital Advisors LLC
✚
|
KS | 8.4 |
|
SignatureFD LLC
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|
GA | 8.3 |
|
Procyon Advisors LLC
✚
|
CT | 7.8 |
|
Signature Financial Management Inc
✚
|
VA | 7.3 |
|
AB Private Credit Investors LLC
✚
|
TX | 7.2 |
|
TAG Associates LLC
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|
NY | 7.1 |