BROWN ADVISORY LTD.
Latest filing: Mar 27, 2025 (71 days ago)
AUM
$19,410,513,815
33% change vs. 1 year ago
123% change vs. 3 years ago
676% change vs. 5 years ago
10000% change vs. 10 years ago
Employee Count
89
7% change vs. 1 year ago
31% change vs. 3 years ago
85% change vs. 5 years ago
536% change vs. 10 years ago
Main Office
LONDON,
18 HANOVER SQUARE, LONDON, , UNITED KINGDOM, W1S 1JY
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $19.2 |
| Non-Discretionary | $0.2 |
| Total | $19.4 |
| Client | AUM |
|---|---|
| Retail | $2.2 |
| Pooled | $10.9 |
| Institutional | $6.3 |
| Total | $19.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 361 | $0.1 |
| Average Individual AUM | $324,780 | |
| HNW | 321 | $2.1 |
| Average HNW AUM | $6,538,336 | |
| Retail Total | 682 | $2.2 |
| Average Retail AUM | $3,249,342 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| SEI INVESTMENTS (EUROPE) LTD | LONDON--GBR | $2.6 |
| THE BANK OF NEW YORK MELLON | LONDON--GBR | $1.5 |
| SEI INVESTMENTS - GUERNSEY LIMITED | ST. PETER PORT--GGY | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $8.5 |
| Retail SMA AUM | $2.2 |
| Institutional SMA AUM | $6.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 79% | $6.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 2% | $0.2 |
| IG Credit | 1% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 14% | $1.2 |
| Other Pools | 1% | $0.1 |
| Cash | 2% | $0.2 |
| Other | 0% | $0.0 |
| Total | 99% | $8.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BROWN ADVISORY LLC | $121.9 | 110181 | |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | $8.4 | 124612 | |
| SIGNATURE FINANCIAL MANAGEMENT INC | $7.3 | 106375 | |
| BROWN ADVISORY SECURITIES, LLC | $0.0 | broker-dealer | 120736 |
| NEXTGEN OPPORTUNITY FUND GP, LLC | $0.0 | - | |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY | $0.0 | trust company | - |
| BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC | $0.0 | trust company | - |
| NEXTGEN VENTURES FUND II GP, LLC | $0.0 | - | |
| NEXTGEN VENTURE PARTNERS LLC | $0.0 | 283709 | |
| NEXTGEN VENTURES FUND III GP LLC | $0.0 | - | |
| BLUEPRINT LOCAL INVESTMENTS, LLC | $0.0 | - | |
| BROWN SAVANO JV, LLC | $0.0 | 163853 | |
| NEXTGEN VENTURES FUND I GP, LLC | $0.0 | - | |
| BROWN ADVISORY (IRELAND) LIMITED | $0.0 | - | |
| BROWN ADVISORY (SINGAPORE) PTE. LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| CHURCHILL, DAVID, MICHAEL | DIRECTOR |
| HANKIN, MICHAEL, DAVID | DIRECTOR |
| ROGERS, BRETT, DAVID | GROUP GENERAL COUNSEL |
| MALLINSON, PETER, GC | DIRECTOR |
| FITZWILLIAMS, LOGIE, CHARLES | DIRECTOR |
| THOMASON, RICHARD, MARTIN | CHIEF COMPLIANCE OFFICER - BROWN ADVISORY LTD |
| CHADWYCK-HEALEY, EDWARD, ALEXANDER | DIRECTOR |
| PECK, SIMON, DAVID | DIRECTOR |
| WHITE, WILLIAM, OBRIEN | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $19.4 | $0.0 | 0% | 89 | 0 | 0% |
| 2025-04-21 | $19.4 | $0.0 | 0% | 89 | 0 | 0% |
| 2024-04-02 | $14.6 | $4.8 | 33% | 83 | 6 | 7% |
| 2023-04-04 | $7.5 | $11.9 | 159% | 77 | 12 | 16% |
| 2022-04-01 | $8.7 | $10.7 | 123% | 68 | 21 | 31% |
| 2021-04-05 | $5.2 | $14.3 | 277% | 54 | 35 | 65% |
| 2020-04-01 | $2.5 | $16.9 | 676% | 48 | 41 | 85% |
| 2019-04-01 | $1.4 | $18.0 | 1298% | 45 | 44 | 98% |
| 2018-04-02 | $0.5 | $18.9 | 4025% | 36 | 53 | 147% |
| 2017-04-01 | $0.2 | $19.2 | 8753% | 31 | 58 | 187% |
| 2016-04-01 | $0.1 | $19.3 | 16126% | 25 | 64 | 256% |
| 2015-04-01 | $0.1 | $19.3 | 22296% | 14 | 75 | 536% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV