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.
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 advisory firm has a single stream of revenue. Clients pay Brown Advisory Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Michael David Hankin is other investment advisers with 4 clients and $701.41 million of assets under management. Among the 8 most similar advisory firms, Brown Advisory has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $1.39 billion for 255 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 81% of the firm’s clients are foreign persons or businesses.
Brown Advisory doesn't advise any private funds.
The company employs 45 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Michael David Hankin has been acting as President since 1 Sep 2007. Brown Advisory Incorporated joined the executive team most recently as the Unit Holder And Managing Member.
The principal office where Brown Advisory Ltd. performs its advisory services is located at 6 10 Bruton Street 3 Rd Floor, London, W1 J6 Px, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 44 203-301-8130 or by fax 44 203-301-8145. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at brownadvisory.com.