Form D · Other

Brown Advisory Group Holdings LLC

Baltimore, MD · CIK 0001660716

Offering snapshot reported Feb 26, 2026 · SEC filing

Reported sold
$912M
Indefinite offering
Investors reported
288
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 4, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$456M$912MJan 19, 2016: $10,359,765.00Jan 19, 2016Jan 17, 2017: $25,014,118.00Jan 17, 2018: $46,157,301.00Jan 17, 2019: $124,431,321.00Jan 17, 2020: $261,735,337.00Mar 2, 2020: $167,324,088.00Mar 3, 2021: $244,279,920.00Mar 2, 2022: $337,022,243.00Feb 28, 2023: $439,798,731.00Feb 26, 2024: $541,947,632.00Feb 27, 2025: $794,747,917.00Feb 26, 2026: $912,325,465.00Feb 26, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$794,747,917 → $912,325,465
  • Reported investors246 → 288

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 26, 2026Amendment$912,325,465$117,577,548vs Feb 27, 2025288SEC filing
Feb 27, 2025Amendment$794,747,917$252,800,285vs Feb 26, 2024246SEC filing
Feb 26, 2024Amendment$541,947,632$102,148,901vs Feb 28, 2023222SEC filing
Feb 28, 2023Amendment$439,798,731$102,776,488vs Mar 2, 2022220SEC filing
Mar 2, 2022Amendment$337,022,243$92,742,323vs Mar 3, 2021212SEC filing
Mar 3, 2021Amendment$244,279,920$76,955,832vs Mar 2, 2020183SEC filing
Mar 2, 2020Amendment$167,324,088-$94,411,249vs Jan 17, 2020168SEC filing
Jan 17, 2020Amendment$261,735,337$137,304,016vs Jan 17, 2019180SEC filing
Jan 17, 2019Amendment$124,431,321$78,274,020vs Jan 17, 2018179SEC filing
Nov 26, 2018Initial$12,481,560No comparison18SEC filing
Jan 17, 2018Amendment$46,157,301$21,143,183vs Jan 17, 2017132SEC filing
Jan 17, 2017Amendment$25,014,118$14,654,353vs Jan 19, 2016112SEC filing
Jan 19, 2016Initial$10,359,765No comparison54SEC filing
Dec 15, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Option to acquire, Security to be acquired, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-255390
The information in Item #13 is an estimate.
Interests in an employee compensation plan

Source: Form D, filed Feb 26, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
William C Baker Director
David M. Churchil Director
David M Churchill Executive
Howard E Cox, Jr. Director
Matthew D. Cutts Director
John O Downing Director
Douglas Eu Director
Logie Fitzwilliams Director, Executive
Robert J. Flanagan Director
Christine H. Fox Director
Benjamin H Griswold, Iv Director
Michael D. Hankin Director, Executive
Donald B Hebb, Jr. Director
Beatrice Hollond Director
Katherine B. Kalin Director
Earl L Linehan Director
Charles M. Linehan Director
John A Luetkemeyer, Jr. Director
Glenn R Martin Director
Edward J Mathias Director
Robert S. Murley Director
Charles E. Noell Director
Shannon Pierce Executive
Walter D Pinkard, Jr. Director
Gordon F Rainey, Jr. Director
David Robinson Director
Brett D Rogers Executive
Truman T Semans Director
Ryland Sumner Director
Margaret Van De Weghe Director
Mary M. Van De Weghe Director
William O. White Executive

Issuer details

Industry: Other (See others in industry)

Address:
901 S. Bond Street, Suite 400
Baltimore, MD, 21231