BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
Latest filing: Mar 28, 2025 (71 days ago)
AUM
$8,445,840,669
15% change vs. 1 year ago
3% change vs. 3 years ago
45% change vs. 5 years ago
419% change vs. 10 years ago
Employee Count
26
0% change vs. 1 year ago
4% change vs. 3 years ago
37% change vs. 5 years ago
136% change vs. 10 years ago
Main Office
BALTIMORE, MD
901 SOUTH BOND STREET, BALTIMORE, MD, UNITED STATES, 21231
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.4 |
| Non-Discretionary | $4.1 |
| Total | $8.4 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $7.3 |
| Institutional | $0.9 |
| Total | $8.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.2 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.2 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | CINCINNATI-OH-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 98% | $1.1 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
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 LTD. | $19.4 | 168985 | |
| SIGNATURE FINANCIAL MANAGEMENT INC | $7.3 | 106375 | |
| BROWN ADVISORY (SINGAPORE) PTE.LTD | $0.0 | - | |
| NEXTGEN OPPORTUNITY FUND I GP, LLC | $0.0 | - | |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY | $0.0 | trust company | - |
| NEXTGEN VENTURES FUND III, GP LLC | $0.0 | - | |
| NEXTGEN VENTURES FUND I GP, LLC | $0.0 | - | |
| BROWN SAVANO JV, LLC | $0.0 | 163853 | |
| BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC | $0.0 | trust company | - |
| BLUEPRINT LOCAL INVESTMENTS, LLC | $0.0 | - | |
| NEXTGEN VENTURES FUND II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| HANKIN, MICHAEL, DAVID | PRESIDENT & CEO - BROWN ADVISORY |
| ROGERS, BRETT, DAVID | GENERAL COUNSEL |
| CHURCHILL, DAVID, MICHAEL | CHIEF FINANCIAL OFFICER |
| COLEMAN, JULIE, PROUDFIT | DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, BAISG |
| 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 | $8.4 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $8.4 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $7.3 | $1.1 | 15% | 26 | 0 | 0% |
| 2023-04-04 | $9.9 | -$1.5 | -15% | 30 | -4 | -13% |
| 2022-04-01 | $8.2 | $0.3 | 3% | 25 | 1 | 4% |
| 2021-04-05 | $6.2 | $2.3 | 36% | 28 | -2 | -7% |
| 2020-04-01 | $5.8 | $2.6 | 45% | 19 | 7 | 37% |
| 2019-04-01 | $4.5 | $3.9 | 86% | 14 | 12 | 86% |
| 2018-04-02 | $3.9 | $4.6 | 119% | 12 | 14 | 117% |
| 2017-04-01 | $3.2 | $5.2 | 164% | 12 | 14 | 117% |
| 2016-04-01 | $3.0 | $5.4 | 179% | 13 | 13 | 100% |
| 2015-04-01 | $1.6 | $6.8 | 419% | 11 | 15 | 136% |
| 2014-04-01 | $1.0 | $7.4 | 714% | 6 | 20 | 333% |
| 2013-04-01 | $0.4 | $8.1 | 2081% | 3 | 23 | 767% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV