Brown Advisory Ltd

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Assets, Funds, Holdings

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Brown Advisory Ltd
CRD #168985
SEC #801-80609
CIK #0001843853, 0001450227, 0001345929, 0001114667, 0001299494, 0001742040, 0001079817
AUM $14.6 BB (2024-03-30)
Employees 83 (31% Investors, 0% Brokers)
Phone442033018130
Address18 Hanover Square
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
151296302009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 5.2
NVDA 399.6 2.8
AMZN 1,093.0 2.7
INTU 109.0 2.2
V 419.3 2.0
GOOG 1,482.6 1.7
MA 309.6 1.6
EW 58.9 1.5
GOOGL 1,475.1 1.5
NOW 94.9 1.5
View All
Holdings by Sector ($BB)
907254361802013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 377 0.1
(b) Individuals (high net worth individuals) 609 1.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 1.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 26 6.9
(g) Pension and profit sharing plans 8 2.4
(h) Charitable organizations 23 0.3
(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 164 1.4
(n) Other 0 0.0
Total 1,209 14.6
By Discretionary
Discretionary 1,084 14.5
Non-Discretionary 125 0.2
Total 1,209 14.6
By Non-United States Persons
Non-United States Persons 12.4
United States Persons 2.2
Total 1,209 14.6
EDGAR Form CIK 2011 - 2024
13F-NT [0001079817]
13F-NT [0001114667]
13F-NT [0001299494]
13F-HR [0001345929]
SC 13G [0001345929]
D [0001450227]
13F-NT [0001742040]
13F-HR [0001843853]
Form 13D/13G Filer Form 13D/13G Subject Filed
Brown Advisory Inc Tidal Trust II [2024-10-07]
Brown Advisory Inc Bel Fuse Inc /NJ [2024-04-23]
Brown Advisory Inc Harbor Bankshares Corp [2024-02-09]
Brown Advisory Inc PROS Holdings Inc [2024-02-09]
Brown Advisory Inc Neogenomics Inc [2023-02-09]
Brown Advisory Inc Bright Horizons Family Solutions Inc [2023-02-09]
Brown Advisory Inc Accolade Inc [2023-02-09]
Brown Advisory Inc Phreesia Inc [2023-02-09]
Brown Advisory Inc Infinera Corp [2023-02-09]
Brown Advisory Inc Si-Bone Inc [2022-02-07]
View All
Comparable Firms State AUM ($BB)
Troy Asset Management Ltd
15.4
Letko Brosseau & Associates Inc
15.4
Yousif Capital Management LLC
MI 15.0
Fiduciary Management Inc
WI 14.9
Vaughan Nelson Investment Management LP
TX 14.7
Baker Street Advisors LLC
CA 14.5
Wintrust Investments LLC
IL 14.4
Nationwide Investment Advisors LLC
OH 14.3
Envestnet Retirement Solutions LLC
IL 14.3
We Family Offices LLC
FL 13.9
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