BROWN BROTHERS HARRIMAN INVESTMENTS, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282732
Registered since
May 2, 2016

Firm profile

FINTRX

Overview

Brown Brothers Harriman Investments, LLC is registered as a limited liability company and has been SEC-registered since 2016. The FINTRX snapshot identifies the owner type as a domestic entity/individual and classifies the firm as unclassified. The dataset provides no descriptive material about the firm’s advisory activities, client segments, fee structure, or typical investment mandates. The profile data flags the firm as not identifying itself as a capital allocator and not reporting active ESG investment activity. It is listed as a single-state adviser (multi-state adviser: No), not a pension consultant, and not a related adviser. Those attributes and the absence of descriptive disclosures in the source record limit what can be inferred about its market positioning or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GAVIN CLEMONS

    Partner & Chief Investment StrategistCRD 2152999

  • JOSHUA HUTSON

    Chief Compliance OfficerCRD 2912952

Contacts

3 of 48
  • MATTHEW LEVERING

    Managing DirectorCRD 5244060

  • BRAD NEUFELD

    Assistant Vice PresidentCRD 6985688

  • VALENTINO CARLOTTI

    Partner, Head Corporate Practice GroupCRD 1968608

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
140 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth