BRAVE WARRIOR ADVISORS, LLC

RIASEC RegisteredEst. 1987

Total AUM

$5.6B

Discretionary

$5.6B

100% of AUM

Avg account

$19.6M

Accounts

288

Employees

6

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 108894
Registered since: April 20, 1987
Custodians: PERSHING LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI69.47%
Charitable Organizations22.79%
Pooled Investment Vehicles3.91%
Corporations / Businesses3.28%
Pension & Profit Sharing Plans0.44%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brave Warrior Advisors, LLC is an SEC-registered advisory firm organized as an LLC and operating with a hedge-fund profile. The firm provides portfolio management for individuals, small businesses and pooled investment vehicles, and it also acts as sponsor, general partner and managing member for private pooled funds. Its client base includes both individual/family clients and institutional investors. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities78%
Cash & Cash Equivalents22%

Owners & executives

1 of 1

DONNA MARTEL-DOWNING
Chief Compliance OfficerCRD 6470455

Contacts

3 of 4

GLENN GREENBERG
Managing DirectorCRD 4342620
AUSTIN ZALKIN
PartnerCRD 4852116
ANNA MULLEN
PartnerCRD 5169505

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 12 E 49th St
Time zone: ET (UTC-5)
Office locations

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