Brandywine Asset Management
Firm details
- Headquarters
- Thornton, Pennsylvania
- CRD number
- 307564
- Registered since
- July 30, 2021
- Website
- brandywine.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brandywine Asset Management is a corporation that operates as a hedge fund manager and registered with the SEC in 2021. The firm serves institutional clients while also providing portfolio management for individuals/small businesses and for pooled investment vehicles. Its compensation mixes a percentage-of-AUM charge with performance-based fees, and the firm is registered to act in CPO/CTA capacities. Investment activity appears to combine public market exposure with alternative strategies. The firm reports allocations to commodities and lists CPO/CTA among its business activities, which is consistent with managing or participating in commodity-linked pools or futures-based strategies. Brandywine does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Harris Bogner
Chief Compliance OfficerCRD 2758877
Michael Dever
Founder and CEOCRD 1384212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$127M in ETFs
100%
$127M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $29M | 445,676 | 22.81% |
Location
Thornton, PA
Delaware
Location
Thornton, PA
Headquartered in Thornton, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- The Ml 381 Brinton Lk Rd
- Time zone
- ET (UTC-5)
- Office locations
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