Brown Advisory

Overview

Independent global investment management and advisory firm.¹

Builds and manages portfolios for families, institutions, and strategic advisory clients.¹

Estimated AUM: $174.5B as of Nov 4, 2025³
Capital pool: Investment management and strategic advisory firm²
Investment model: Our Investment Solutions Group (ISG) uses rigorous fundamental analysis to analyze and monitor external managers across geographies and asset classes.⁴
Investment approach: Form ADV describes customized portfolios with equities, fixed income, alternatives, private equity, and outside managers.¹
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, real estate, infrastructure, public markets, fixed income.⁵
Performance: Not listed yet
Governance: Our Fiduciary Services Group supports the Strategic Advisory and Client Service teams by facilitating trust administration and providing additional expertise in trust & estate law, wealth transfer and fiduciary income taxation, and fiduciary governance.⁴
Investment team: " Nick Kirrage, CFA Portfolio Manager Michael Heap Associate Portfolio Manager Read the investor letter Header Text Equities Featured Text Our actively managed, low-turnover, concentrated equity strategies seek attractive risk-adjusted returns by identifying and vetting high-conviction ideas with sound, bottom-up fundamental research.⁵
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 4, 2026 · Verified

Last verified Jul 4, 2026 from public career and organization materials.

Website (brownadvisory.com)Parent organization overview, Pool purpose, Investment approach · checked Jul 4, 2026
Manual research (brownadvisory.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Website (brownadvisory.com)Estimated AUM · checked Jul 4, 2026
Website (brownadvisory.com)Investment model, Governance · checked Jul 4, 2026
Job posting (brownadvisory.com)Asset allocation, Investment team · checked Jul 4, 2026
Website (brownadvisory.com)Investment office page · checked Jul 4, 2026