Investment adviser · CRD 110181

BROWN ADVISORY

Investment adviser filing (IA)

BROWN ADVISORY LLC

BALTIMORE, MD, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$124B
Form ADV · Item 5.F
Client accounts
26,390
Accounts, not individual clients
Employees
782
Reported in this filing
Advisory professionals
272
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals2,484$48,580,310,25639.1%
Investment companies6$24,260,651,62519.5%
Charities683$16,247,727,03213.1%
Pooled investment vehicles5$15,693,735,88512.6%
Corporations & businesses363$8,459,311,7246.8%
Other investment advisers55$5,489,171,7854.4%
Government entities17$2,710,149,6692.2%
Retirement plans57$2,487,913,4732.0%
Individuals745$240,520,2880.2%
Insurance companiesFewer than 5$145,153,3610.1%
Filing source

Form ADV 2039832 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

BROWN ADVISORY GLOBAL SELECT LLLPHedge Fund · Last reported Apr 1, 2013$16.8MGross asset value
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1732991876
Reported beneficial owners
69
Minimum commitment
$250K
Form D file number
021-98053

Form ADV 701048 · Apr 1, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY INVESTORS 2010-GCMP, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$16.7MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8416497931
Reported beneficial owners
82
Minimum commitment
$250K
Form D file number
021-139121

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY INVESTORS 2007 - SUMERU, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$16.6MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2483089018
Reported beneficial owners
39
Minimum commitment
$250K
Form D file number
021-103621

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY PRIVATE EQUITY PARTNERS II, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$15.4MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5068119531
Reported beneficial owners
99
Minimum commitment
$250K
Form D file number
021-205002

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY INVESTORS 2014 - JBG INVESTMENT FUND IX, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$15MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Custodian U.S. BANCORP MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8559990904
Reported beneficial owners
72
Minimum commitment
$100K
Form D file number
021-229927

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY PRIVATE EQUITY PARTNERS III (TE), LLLPPrivate Equity Fund · Last reported Dec 21, 2015$13.9MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2401214569
Reported beneficial owners
37
Minimum commitment
$100K
Form D file number
021-231118

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BROWN ADVISORY INVESTORS 2014 - RIVERSTONE VI, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$13.5MGross asset value
Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6994358481
Reported beneficial owners
55
Minimum commitment
$100K
Form D file number
021-230041

Form ADV 963839 · Dec 21, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

901 SOUTH BOND STREET, SUITE 400
BALTIMORE, MD, 21231-3340, United States

CRD 110181

Filing source

Form ADV 2039832 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.