Investment adviser · CRD 168985
BROWN ADVISORY LTD.
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $26.6B Form ADV · Item 5.F
- Client accounts
- 1,532 Accounts, not individual clients
- Employees
- 110 Reported in this filing
- Advisory professionals
- 36 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 | 20 | $10,625,488,326 | 40.0% |
| Corporations & businesses | 189 | $4,648,509,380 | 17.5% |
| Retirement plans | 12 | $4,645,362,328 | 17.5% |
| High-net-worth individuals | 373 | $2,971,032,692 | 11.2% |
| Investment companies | 1 | $2,597,313,733 | 9.8% |
| Charities | 33 | $978,282,099 | 3.7% |
| Individuals | 358 | $116,611,694 | 0.4% |
Filing source
Form ADV 2063956 · Mar 30, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
18 HANOVER SQUARE, 1ST FLOORLONDON, W1S 1JY, United Kingdom
CRD 168985
Filing source
Form ADV 2063956 · Mar 30, 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.