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Brown Advisory Ltd
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CRD # | 168985 |
SEC # | 801-80609 |
CIK # | 0001843853, 0001450227, 0001345929, 0001114667, 0001299494, 0001742040, 0001079817 |
AUM | $14.6 BB (2024-03-30) |
Employees | 83 (31% Investors, 0% Brokers) |
Phone | 442033018130 |
Address | 18 Hanover Square London, United Kingdom |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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] |
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15.4 | |
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15.4 | |
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Baker Street Advisors LLC
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CA | 14.5 |
Wintrust Investments LLC
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Nationwide Investment Advisors LLC
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OH | 14.3 |
Envestnet Retirement Solutions LLC
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IL | 14.3 |
We Family Offices LLC
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FL | 13.9 |