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| Brown Advisory Investment Solutions Group LLC
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| |
|---|---|
| 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) |
|---|
| 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 |