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| Brown Advisory Ltd
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| CRD # | 168985 |
| SEC # | 801-80609 |
| CIK # | 0001114667, 0001742040, 0001345929, 0001450227, 0001079817, 0001299494, 0001843853 |
| AUM | 26.58 B (2026-03-30) |
| Employees | 110 (33% Investors, 0% Brokers) |
| Phone | 442033018130 |
| Address | 18 Hanover Square London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001114667 0001742040 0001345929 0001450227 0001079817 0001299494 0001843853 |
| Sector | Form 13F Holdings | Value ($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 | ||
| General Electric Co | 0.7 | ||
| Equifax Inc | 0.7 | ||
| Autodesk Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Intuitive Surgical Inc | 0.6 | ||
| Edwards Lifesciences Corp | 0.6 | ||
| KKR & Co LP | 0.6 | ||
| Danaher Corp /DE/ | 0.6 | ||
| Ferguson Enterprises Inc /DE/ | 0.5 | ||
| Priceline Com Inc | 0.5 | ||
| Facebook Inc | 0.5 | ||
| Zoetis Inc | 0.5 | ||
| Marvell Technology Inc | 0.5 | ||
| Intuit Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 0.1 |
| (b) Individuals (high net worth individuals) | 373 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 2.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 10.6 |
| (g) Pension and profit sharing plans | 12 | 4.6 |
| (h) Charitable organizations | 33 | 1.0 |
| (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 | 189 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,532 | 26.6 |
| By Discretionary | ||
| Discretionary | 1,360 | 26.2 |
| Non-Discretionary | 172 | 0.3 |
| Total | 1,532 | 26.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.9 | |
| United States Persons | 11.7 | |
| Total | 1,532 | 26.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001079817] | |
| 13F-NT | [0001114667] | |
| 13F-NT | [0001299494] | |
| 13F-HR | [0001345929] | |
| SC 13G | [0001345929] | |
| D | [0001450227] | |
| 13F-NT | [0001742040] | |
| 13F-HR | [0001843853] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 213800ADE5WM2O6T4186 |
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|---|---|---|
|
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Ruffer LLP
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|
W1M Wealth Management Limited
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