Investment adviser · CRD 110783
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
PHILADELPHIA, PA, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $65.4B Form ADV · Item 5.F
- Client accounts
- 977 Accounts, not individual clients
- Employees
- 157 Reported in this filing
- Advisory professionals
- 56 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 |
|---|---|---|---|
| Investment companies | 25 | $17,620,861,599 | 26.9% |
| Sovereign wealth & foreign institutions | 12 | $15,700,593,988 | 24.0% |
| Pooled investment vehicles | 69 | $11,937,632,225 | 18.2% |
| Retirement plans | 26 | $6,083,518,886 | 9.3% |
| Government entities | 42 | $4,263,416,973 | 6.5% |
| Other investment advisers | 25 | $4,158,630,687 | 6.4% |
| Charities | 12 | $2,451,328,747 | 3.7% |
| Corporations & businesses | 6 | $2,166,267,825 | 3.3% |
| Insurance companies | 5 | $759,632,103 | 1.2% |
| Individuals | 752 | $223,349,389 | 0.3% |
| High-net-worth individuals | 3 | $79,145,744 | 0.1% |
Filing source
Form ADV 2134790 · Sep 29, 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
50+ 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.
Browse the first 49 funds across 7 pages.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE GLOBAL OPPORTUNISTIC FIXED INCOME FUNDOther Private Fund · Last reported Sep 29, 2026$1.35BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-4460508866
- Reported beneficial owners
- 49
- Minimum commitment
- $5M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE GLOBAL MULTI-SECTOR INCOME FUNDOther Private Fund · Last reported Sep 29, 2026$1.07BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-5913505947
- Reported beneficial owners
- 35
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE U.S. FIXED INCOME FUNDOther Private Fund · Last reported Sep 29, 2026$769MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-4411123613
- Reported beneficial owners
- 33
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE GLOBAL FIXED INCOME FUND INVESTMENT - GRADE FUNDOther Private Fund · Last reported Sep 29, 2026$298MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-6087606081
- Reported beneficial owners
- 10
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE U.S. FIXED INCOME DURATION BANDED - TWO YEARS FUNDOther Private Fund · Last reported Sep 29, 2026$84.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-2541103892
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST - BRANDYWINE GLOBAL OPPORTUNISTIC FIXED INCOME FUND - HEDGEDOther Private Fund · Last reported Sep 29, 2026$84.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-7931937438
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
BRANDYWINE INVESTMENT TRUST - INTERNATIONAL OPPORTUNISTIC EQUITY PORTFOLIOOther Private Fund · Last reported Sep 29, 2026$42.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
KREISCHER MILLER
PCAOB 1110
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089
Fund details & source
- Fund ID
- 805-5079206193
- Reported beneficial owners
- 6
- Minimum commitment
- $1M
Form ADV 2134790 · Sep 29, 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.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1735 MARKET STREET, SUITE 1800PHILADELPHIA, PA, 19103, United States
CRD 110783
Filing source
Form ADV 2134790 · Sep 29, 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.