Brown Brothers Harriman Investments, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
51
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 recorded as a limited liability company with ownership listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as Unclassified and flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, not a related adviser, and not newly formed. The FINTRX entry for the firm contains very limited operational detail. There are no substantive disclosures about client segments, fee schedules, advisory or business activities, investment strategy, public holdings, or alternative investments. The dataset also shows zero client counts / AUM figures and lists a single office location without additional address or office detail, which prevents a firm-level assessment of how the business is positioned or how it invests.

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

    Gavin Clemons

    Partner & Chief Investment StrategistCRD 2152999

  • Joshua Hutson

    Chief Compliance OfficerCRD 2912952

Contacts

3 of 49
  • Amer Hasan

    Amer Hasan

    Vice President, Relationship ManagerCRD 5923586

  • Thomas Brennan

    Thomas Brennan

    Vice President, Fixed Income SpecialistCRD 4946175

  • Matthew Moncrief

    Matthew Moncrief

    Managing Director, Relationship ManagerCRD 5452086

Unlock 46 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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