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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,484 | $48,580,310,256 | 39.1% |
| Investment companies | 6 | $24,260,651,625 | 19.5% |
| Charities | 683 | $16,247,727,032 | 13.1% |
| Pooled investment vehicles | 5 | $15,693,735,885 | 12.6% |
| Corporations & businesses | 363 | $8,459,311,724 | 6.8% |
| Other investment advisers | 55 | $5,489,171,785 | 4.4% |
| Government entities | 17 | $2,710,149,669 | 2.2% |
| Retirement plans | 57 | $2,487,913,473 | 2.0% |
| Individuals | 745 | $240,520,288 | 0.2% |
| Insurance companies | Fewer than 5 | $145,153,361 | 0.1% |
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 fundsThe 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 INVESTORS 2013 - EIG EF XVI, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$13.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2574908595
- Reported beneficial owners
- 60
- Minimum commitment
- $250K
- Form D file number
- 021-205000
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 2011-JBG VIII, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$12.5MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-3636189909
- Reported beneficial owners
- 76
- Minimum commitment
- $250K
- Form D file number
- 021-168081
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.
WINSLOW HEDGE FUND, L.P.Hedge Fund · Last reported Oct 27, 2014$11.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
J.P. MORGAN CLEARING CORP.
SEC 8-43724
WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677
Fund details & source
- Fund ID
- 805-9511040866
- Reported beneficial owners
- 24
- Minimum commitment
- $250K
- Form D file number
- 021-145653
Form ADV 832719 · Oct 27, 2014 · 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 2009-CEF VII LLLPPrivate Equity Fund · Last reported Dec 21, 2015$11.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-6933274557
- Reported beneficial owners
- 47
- Minimum commitment
- $250K
- Form D file number
- 021-139101
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 GLOBAL FOCUS FUND, L.P.Hedge Fund · Last reported Dec 18, 2020$11.7MGross asset value
Form D fundraising filings
Brown Advisory Global Focus Fund, L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
U.S. BANCORP
LEI 5493001WC5CQQI9L9G80
Fund details & source
- Fund ID
- 805-6056343810
- Reported beneficial owners
- 12
- Minimum commitment
- $250K
- Form D file number
- 021-294912
Form ADV 1475438 · Dec 18, 2020 · 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 VENTURE GROWTH PARTNERS 2006, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$10.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2711186360
- Reported beneficial owners
- 62
- Minimum commitment
- $250K
- Form D file number
- 021-91899
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 I, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$9.73MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1235891860
- Reported beneficial owners
- 83
- Minimum commitment
- $250K
- Form D file number
- 021-182011
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 400BALTIMORE, 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.