Brandywine Global Investment Management, LLC is a large advisory firm based in Philadelphia. It manages $73.82 billion of regulatory assets for 1,522 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Brandywine Global Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model-only portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brandywine Global Investment Management, LLC is $73.82 billion. The firm's AUM has grown by 143% since the beginning of its operation, and $37.39 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Brandywine Global Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Brandywine Global Investment Management is pooled investment vehicles with 84 clients and $18.5 billion of assets under management. Among the 9 most similar advisory firms, Brandywine Global Investment Management has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $73.82 billion for 1,522 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 6% of the firm’s clients are foreign persons or businesses.
Brandywine Global Investment Management also advises several private funds. Namely, six hedge funds and twenty six other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 255 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. 20 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Brandywine Global Investment Management, LLC performs its advisory services is located at 1735 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-609-3500 or by fax 215-609-3501. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at brandywineglobal.com.