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Brown Advisory Investment Solutions Group LLC

● SEC registered since 2003CRD 124612SEC# 801-61732Baltimore, MD
Export (members)
Ranks #870 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.84B
Fund GAV
$7.38B
Private funds
395
Employees
24
Accounts
510
Location
Baltimore, MD

Brown Advisory Investment Solutions Group LLC assets under management

Brown Advisory Investment Solutions Group LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2003. It reports $9.8 billion in regulatory assets under management and employs 24 people. Brown Advisory Investment Solutions Group LLC manages 395 private funds with combined gross assets of $7.4 billion, including Brown Advisory Alternative Strategies, L.P. By regulatory assets, it ranks 870 of 6,004 private fund managers.

Brown Advisory Investment Solutions Group LLC private funds

395 funds · $7.38B GAV
FundTypeGross assetsMin.
Brown Advisory Alternative Strategies, L.P.Hedge$432.6M$250K
Brown Advisory Global Managers FundHedge$372.5M$250K
Brown Advisory Global Managers, LLLP - Series CHedge$297.3M$250K
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Brown Advisory Investment Solutions Group LLC owners & executives

9 reported
NameTitleOwnershipSince
Brett David Rogers ControlGeneral CounselUnder 5%2010
Brown Advisory Management LLC ControlHolding Company And Managing MemberOver 75%2012
Logie Charles Lloyd Fitzwilliams ControlCo-President & Co-CeoUnder 5%2025
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Frequently asked questions

How much does Brown Advisory Investment Solutions Group LLC manage?

Brown Advisory Investment Solutions Group LLC reports $9.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Brown Advisory Investment Solutions Group LLC manage?

Brown Advisory Investment Solutions Group LLC manages 395 private funds with combined gross assets of $7.4 billion.

How many employees does Brown Advisory Investment Solutions Group LLC have?

Brown Advisory Investment Solutions Group LLC reports 24 employees.

Where is Brown Advisory Investment Solutions Group LLC located?

Brown Advisory Investment Solutions Group LLC is based in Baltimore, MD and has been SEC-registered since 2003.

Does Brown Advisory Investment Solutions Group LLC disclose fund performance?

Brown Advisory Investment Solutions Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address901 South Bond Street, Suite 400, Baltimore, MD 21231
Phone410-537-5400
Fax410-537-6486
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1742043
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$9.84B▲ 34%
Feb '25 — $7.32BMar '25 — $8.45BApr '25 — $8.45BMay '25 — $8.45BJun '25 — $8.45BJul '25 — $8.45BAug '25 — $8.45BSep '25 — $8.45BOct '25 — $8.45BNov '25 — $8.45BDec '25 — $8.45BJan '26 — $8.45BFeb '26 — $8.45BMar '26 — $9.84BApr '26 — $9.84BMay '26 — $9.84BJun '26 — $9.84B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers

Assets under management

$9.84Bregulatory AUM
Discretionary $4.68BNon-discretionary $5.16B

Fund type mix

Private Equity303
Other Private65
Hedge24
Venture Capital3

Service providers