Brandywine Global Investment Management, LLC

RIASEC RegisteredEst. 1986

Total AUM

$65.4B

Discretionary

$60.7B

93% of AUM

Avg account

$67M

Accounts

977

Employees

157

Advisory reps

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

FINTRX

Overview

Brandywine Global Investment Management, LLC is a privately held investment manager organized as an LLC and operating under a hedge-fund classification. The firm has been SEC-registered since 1986 and serves both individual/family and institutional clients. Its advisory activities span portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional clients. Operationally the firm also performs CPO/CTA duties and is affiliated with broker-dealers, trust companies and sponsors or managing members of pooled vehicles. Fee arrangements include percentage-of-AUM and performance-based components alongside other fee structures. Brandywine Global identifies as an active ESG investor. It is not reported as a multi-state adviser and is not listed as a related adviser to another firm.