Brandywine Managers, LLC
Firm details
- Headquarters
- Hockessin, Delaware
- CRD number
- 137388
- Registered since
- May 15, 2006
- Website
- brandywinetrust.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brandywine Managers, LLC is a privately held investment manager that has been SEC-registered since 2006 and serves primarily institutional clients. The firm operates as a multi-strategy manager, running both hedge fund and private equity vehicles while also acting as a capital allocator to external managers. Its advisory work includes managing pooled investment vehicles, providing portfolio management for businesses and institutions, and selecting third-party advisers. Fee arrangements include asset-based fees, fixed fees and performance-based compensation. The firm does not position 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
Owners & executives
3 of 5Kristina Sherman
Chief Compliance OfficerCRD 5085747
Jeffrey Becker
Chief Financial OfficerCRD 5085743
Richard Carlson
Director, President And Chief Executive OfficerCRD 5059585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$46.1M in ETFs
100%
$46.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $46.1M | 293,679 | 100.00% |
Location
Hockessin, DE
New Castle
Location
Hockessin, DE
Headquartered in Hockessin, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 7234 Lancaster Pike
- Time zone
- ET (UTC-5)
- Office locations
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