TWEEDY, BROWNE COMPANY LLC

RIASEC RegisteredEst. 1975

Total AUM

$7.1B

Discretionary

$7.1B

100% of AUM

Avg account

$32.1M

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 6857
Registered since: March 25, 1975
Website: www.tweedy.com
Custodians: RBC CAPITAL MARKETS, LLC, PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies72.18%
Pooled Investment Vehicles16.21%
HNWI5.19%
Charitable Organizations2.89%
Pension & Profit Sharing Plans2.53%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tweedy, Browne Company LLC is a privately held LLC that operates as an investment manager and capital allocator with a long SEC registration (since 1975). The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory activities span discretionary portfolio management for individuals, pooled investment vehicles and institutional investors; it also serves as a CPO/CTA and acts as sponsor, general partner or managing member for pooled funds. The firm identifies as an active ESG investor and maintains affiliations that include broker-dealer functions and other investment-adviser roles.