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 - 2006 HLM LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.88MGross 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
- 805-5959858281
- Reported beneficial owners
- 58
- Minimum commitment
- $250K
- Form D file number
- 021-89200
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-RG II, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.64MGross 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
- 805-3128078767
- Reported beneficial owners
- 46
- Minimum commitment
- $250K
- Form D file number
- 021-169395
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 2010-EIG XV EXEMPT, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.45MGross 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
- 805-8220543671
- Reported beneficial owners
- 43
- Minimum commitment
- $250K
- Form D file number
- 021-153452
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.
SAVANO II FEEDER FUND, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.37MGross 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
- 805-6552943087
- Reported beneficial owners
- 46
- Minimum commitment
- $100K
- Form D file number
- 021-228549
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 2012-CMP VI (TE), LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.22MGross 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
- 805-4285059142
- Reported beneficial owners
- 37
- Minimum commitment
- $250K
- Form D file number
- 021-188886
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 2012-ENCAP IX, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.13MGross 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
- 805-6004950116
- Reported beneficial owners
- 38
- Minimum commitment
- $250K
- Form D file number
- 021-188471
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-SLK, LLLPPrivate Equity Fund · Last reported Dec 21, 2015$8.09MGross 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
- 805-7737003361
- Reported beneficial owners
- 31
- Minimum commitment
- $250K
- Form D file number
- 021-169679
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.