Brandywine Global Investment Management, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 110783
- Registered since
- August 29, 1986
- Website
- brandywineglobal.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Investment Companies26.92%
- Sovereign Wealth Funds23.99%
- Pooled Investment Vehicles18.24%
- Pension & Profit Sharing Plans9.3%
- State / Municipal Government6.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brandywine Global Investment Management, LLC is an SEC‑registered investment manager organized as an LLC and operating since 1986. The firm is classified as a hedge fund and provides portfolio management across a mix of client types—individuals and families as well as institutional accounts. Its advisory scope includes separate account management, pooled investment vehicles and mandates for investment companies and businesses or institutions. The firm also operates in roles that include CPO/CTA activity and acting as sponsor or general partner of pooled vehicles. Fee arrangements combine asset‑based charges with performance‑linked fees and other fee structures, and the manager identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities29%
- US Government Bonds27%
- Sovereign Bonds20%
- Other10%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3
Sonal Desai
Executive Vice President & Chief Investment OfficerCRD 7070945
Christian Correa
Chief Investment OfficerCRD 4464707
Leigh Lament
Chief Compliance OfficerCRD 4917366
Contacts
3 of 6
Richard Lawrence
Executive Vice PresidentCRD 4074544
Patrick Kaser
Managing Director and Portfolio ManagerCRD 2702768
Henry Otto
Managing Director & Portfolio ManagerCRD 1836338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$51.1M in ETFs
100%
$51.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $51M | 242,573 | 99.86% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, 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
- Philadelphia
- Address
- 1735 Market St
- Time zone
- ET (UTC-5)
- Office locations
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