Brown Brothers Harriman Mutual Fund Advisory Department
Firm details
- Headquarters
- New York, New York
- CRD number
- 111231
- Registered since
- May 30, 2001
- Website
- www.bbh.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies95.02%
- Pooled Investment Vehicles4.98%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Brown Brothers Harriman Mutual Fund Advisory Department operates as an institutional registered investment adviser focused on managing investment companies and pooled investment vehicles for institutional clients. The business functions include portfolio management for mutual funds and other pooled vehicles, and the department also performs roles commonly associated with a bank and commodity pool operator/commodity trading advisor. Its revenue model is percentage-of-assets under management, and it acts as a capital allocator that outsources and allocates capital to third-party managers. The firm reports an active ESG investment stance and maintains affiliations across the financial ecosystem, including broker-dealer relationships, trust company services, banking or thrift activities, and roles as sponsor, general partner, or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Gavin Clemons
Partner & Chief Investment StrategistCRD 2152999
Suzanne Brenner
Partner, Chief Investment OfficerCRD 6930021

Houda Kallash
Chief Legal OfficerCRD 5769016
Contacts
3 of 44Radford Klotz
PartnerCRD 2615201

Jeffrey Schoenfeld
PartnerCRD 2490214

Richard Witmer
PartnerCRD 1900002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 481Active vs passive
$6.3B in ETFs
66%
$4.1B
12%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.9B | 2,471,912 | 29.37% |
Location
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
- Ridge St
- Time zone
- ET (UTC-5)
- Office locations
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