Investment adviser · CRD 307564
BRANDYWINE ASSET MANAGEMENT
Investment adviser filing (IA)
BRANDYWINE ASSET MANAGEMENT, INC
THORNTON, PA, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $156M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $156,000,000 | 100.0% |
Filing source
Form ADV 2113126 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SAFER EQUITY FUND, LPHedge Fund · Last reported Jun 15, 2026$11MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES
PCAOB 848
CITY NATIONAL CORP.
LEI 593C3GZG957YOJPS2Z63
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-8427870217
- Reported beneficial owners
- 40
- Minimum commitment
- $750K
- Form D file number
- 021-1551782
Form ADV 2113126 · Jun 15, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MARCO POLO STEWARDSHIP FUND, LPHedge Fund · Last reported Mar 6, 2023$80MGross asset value
Form D fundraising filings
Marco Polo Stewardship Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587
SANTANDER INVESTMENT SECURITIES INC.
SEC 8-47664
R.J. O'BRIEN SECURITIES, LLC
CRD 143624 · SEC 8-67587
Fund details & source
- Fund ID
- 805-9462081192
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
- Form D file number
- 021-437082
Form ADV 1710513 · Mar 6, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANDYWINE TRUE ALPHA, LPHedge Fund · Last reported Mar 6, 2023$34MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587
SANTANDER INVESTMENT SECURITIES INC.
SEC 8-47664
R.J. O'BRIEN SECURITIES, LLC
CRD 143624 · SEC 8-67587
Fund details & source
- Fund ID
- 805-3241172485
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
- Form D file number
- 021-436604
Form ADV 1710513 · Mar 6, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANDYWINE PROTECTED 500 FUND, LPHedge Fund · Last reported Mar 6, 2023$3MGross asset value
Form D fundraising filings
Brandywine Protected 500 Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587
SANTANDER INVESTMENT SECURITIES INC.
SEC 8-47664
R.J. O'BRIEN SECURITIES, LLC
CRD 143624 · SEC 8-67587
Fund details & source
- Fund ID
- 805-4271665312
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
- Form D file number
- 021-369417
Form ADV 1710513 · Mar 6, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANDYWINE PROTECTED 100 FUND, LPHedge Fund · Last reported Mar 6, 2023$2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587
SANTANDER INVESTMENT SECURITIES INC.
SEC 8-47664
R.J. O'BRIEN SECURITIES, LLC
CRD 143624 · SEC 8-67587
Fund details & source
- Fund ID
- 805-5466529308
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
- Form D file number
- 021-369417
Form ADV 1710513 · Mar 6, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
THE MILL, 381 BRINTON LAKE ROAD, SUITE 5THORNTON, PA, 19373, United States
CRD 307564
Filing source
Form ADV 2113126 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.