Brown Advisory Investment Solutions Group LLC

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Brown Advisory Investment Solutions Group LLC ✚
CRD #	124612
SEC #	801-61732
CIK #	0001742043
AUM	9,838.9 M (2026-04-21)
Employees	24 (75% 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) Copy

Sector	Form 13F Holdings	Value ($B)
	Microsoft Corp	3.6
	Visa Inc	2.3
	Taiwan Semiconductor Manufacturing Co Ltd	2.1
	Alphabet Inc	1.9
	Mastercard Inc	1.7
	Nvidia Corp	1.7
	Amazon Com Inc	1.6
	Apple Inc	1.0
	Schwab Charles Corp	0.9
	Broadcom Inc	0.8
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
VC	Brown NextGen Density AI LLC	[2026-04-21]	0.8 M	0.6 M
	Filed 2026-02-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF	Ashwood 2025 Global Equity I - Stellar	[2026-03-30]	5.7 M	5.7 M
	Filed 2025-07-23 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Ashwood 2025 Private Investment II - Fleetio	[2026-03-30]	5.2 M	5.2 M
	Filed 2025-05-19 (D) · Exemption 506(b) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Ashwood 2025 Private Investment III - Wavecrest III	[2026-03-30]	1.4 M
	Filed 2026-03-11 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Ashwood 2025 Private Investment IV - AR	[2026-03-30]	190.2 M	19.0 M
	Filed 2026-03-11 (D) · Exemption 506(b) · Minimum $15,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Ashwood 2025 Private Investment I - Venture Guides II	[2026-03-30]	15.5 M
	Filed 2025-03-13 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Ashwood 2025 Private Investment VI - ZEN Educate	[2026-03-30]	8.2 M	8.1 M
	Filed 2026-03-11 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Ashwood 2025 Private Investment V - Squadra III	[2026-03-30]	5.1 M	1.2 M
	Filed 2026-03-11 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	BANG Density Investors AI 2 LLC	[2026-03-30]	1.6 M	1.6 M
	Filed 2026-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	BANG Density Investors AI LLC	[2026-03-30]	2.1 M	2.1 M
	Filed 2026-01-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
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	0.7
(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	393	7.8
(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	1.3
(n) Other	0	0.0
Total	510	9.8
By Discretionary
Discretionary	132	4.7
Non-Discretionary	378	5.2
Total	510	9.8
By Non-United States Persons
Non-United States Persons		1.5
United States Persons		8.4
Total	510	9.8

Form D Directors	Role	# Filings	# Firms
Dawn Griffiths	Director	74	14
William White	Executive Officer	175	7
David Churchill	Director, Executive Officer, Promoter	364	5
Michael Hankin	Executive Officer, Promoter	405	4
Brett Rogers	Director, Executive Officer	85	4
Thomas Meredith	Executive Officer	27	4
Alex Smith	Executive Officer	22	4
Spence Wilson	Executive Officer	13	4
Tina Badciong	Executive Officer	12	4
Jason Rottinger	Executive Officer	12	4
John McColskey	Executive Officer	11	4
Joe Wade	Executive Officer	10	4
Meritage Meritage Capital LLC	Executive Officer	9	4
David Neal	Executive Officer	92	3
James Shelton	Executive Officer	82	3
Logie Fitzwilliams	Executive Officer	69	3
Derek Stapley	Director	33	3
Brown Advisory LLC	Director, Executive Officer	32	3
Bat Commingled Fund Manager Inc	Director, Executive Officer, Promoter	28	3
Mark Collins	Executive Officer	22	3
Stanard Klinefelter	Director, Promoter	19	3
Mark Collins Jr	Director, Executive Officer, Promoter	19	3
Adam Mantin	Executive Officer	16	3
John Downing	Executive Officer	14	3
Peter Chapman	Director, Executive Officer	14	3
Jason Schubert	Executive Officer	11	3
David Swann	Executive Officer	6	3
Meritage Meritage Capital LP	Executive Officer	5	3
Mfi Mfi Capital LLC	Executive Officer	5	3
St James's St James's Park Holding LLC	Executive Officer	5	3
Andrew Kanaly	Executive Officer	4	3
Brett Gibson	Executive Officer	4	3
NextGen Venture Partners LLC	Executive Officer	58	2
Daniel Mindus	Executive Officer	48	2
Brown Advisory Investment Solutions Group LLC	Executive Officer	18	2
Nancy Denney	Executive Officer, Promoter	14	2
W Hill	Executive Officer	10	2
Peter Mallinson	Director, Executive Officer	9	2
Thomas Keesee	Director, Executive Officer	9	2
Sidney Ahl	Director, Executive Officer	7	2
David Kahen	Executive Officer	6	2
Anne Bartlett	Executive Officer	5	2
Brown Advisory	Director	3	2
Matthew Graczyk	Executive Officer	3	2
Jacob Hodes	Executive Officer	4	1
NextGen Ventures Fund II GP LLC	Executive Officer	2	1
Hyde Park Capital 2 LLC	Executive Officer	1	1
Brett Rodgers	Executive Officer	1	1
Brian Vahaly	Executive Officer	1	1
General Partner NextGen Ventures Fund I GP LLC	Executive Officer	1	1
Dan Mindus	Executive Officer	1	1
NextGen Opportunity Fund I GP LLC	Executive Officer	1	1
NextGen Ventures II GP LLC	Executive Officer	1	1
Kanaly Energy GP LLC	Executive Officer	1	1
Manager NextGen Venture Partners LLC	Executive Officer	1	1
Micahel Hankin	Executive Officer	1	1
David Churchilll	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-NT	[0001742043]

Firm Profile (Form ADV)
Discretionary AUM	$0.5B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

Related Firms	State	AUM
Brown Advisory LLC ✚	MD	124.31 B
Brown Advisory Investment Solutions Group LLC ✚	MD	9,838.9 M
Brown Advisory Securities LLC ✚	MD

Comparable Firms	State	AUM
Baron Capital Management Inc ✚	NY	10.79 B
Generation Investment Management US LLP ✚	CA	10.54 B
Mill Creek Capital Advisors LLC ✚	PA	10.47 B
Sprott Asset Management USA Inc ✚	CT	10.12 B
SignatureFD LLC ✚	GA	9,675.9 M
GAM International Management Limited ✚		9,416.1 M
Tolleson Private Wealth Management LLC ✚	TX	9,258.8 M
Procyon Advisors LLC ✚	CT	9,204.3 M
Simon Quick Advisors LLC ✚	NJ	9,006.8 M
Tortoise Capital Advisors LLC ✚	KS	8,928.6 M

Brown Advisory Investment Solutions Group LLC

Assets, Funds, Holdings