Brown Advisory Ltd. (London)
Brown Advisory Ltd. Is a Large Advisory Firm Based in London. It Manages $1.39 Billion of Regulatory Assets for 414 Client Accounts. It Has Been Registered...
Brown Advisory Ltd. is a large advisory firm based in London. It manages $1.39 billion of regulatory assets for 414 client accounts. It has been registered with the SEC as an adviser since 2014.
Brown Advisory provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as markets funds managed by an affiliate entity.
Brown Advisory: assets under management
The assets under management (AUM) of Brown Advisory Ltd. is $1.39 billion. The firm's AUM has grown by 2186% since the beginning of its operation, and $1.32 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $1.36 billion in discretionary accounts and $24.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.8 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $443.51 thousand.
Brown Advisory has custody of $71.02 million in cash and securities for 36 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 27% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.
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