Brown Advisory Investment Solutions Group Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 124612 · SEC file 801-61732 · Baltimore, MD · twitter.com

☆ Save with Pro ADV data as of Apr 21, 2026

Regulatory AUM: $9.8B
Discretionary: $4.7B
Clients: 393
Avg AUM / client: $25.0M
Accounts: 510
Employees: 24

AUM over time

$387M $9.9B

Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 21, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	Fewer than 5 clients	$147K	0.0%
High net worth individuals	Fewer than 5 clients	$676M	6.87%
Pooled investment vehicles (non-investment companies)	393	$7.8B	79.0%
Charitable organizations	Fewer than 5 clients	$46.7M	0.47%
Corporations and other businesses	Fewer than 5 clients	$1.3B	13.6%

Private funds (346)

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Reported in Form ADV Section 7.B.(1), filing of May 2024 · $6.2B combined gross assets

Fund	Type	Domicile	Gross assets	Owners
Brown Advisory Alternative Strategies, L.P.	Hedge Fund	Delaware	$428M	449
Brown Advisory Global Managers Fund	Hedge Fund	Bermuda	$377M	287
Brown Advisory Global Managers, Lllp Series C	Hedge Fund	Delaware	$275M	316
Brown Advisory Global Managers, Lllp Series G	Hedge Fund	Delaware	$249M	231
Brown Advisory Investors Si International Lllp	Hedge Fund	Delaware	$196M	34
Brown Advisory Private Equity Partners 10 (Q), Lllp feeder	Private Equity Fund	Delaware	$166M	670
Brown Advisory Private Equity Partners 11 (Q), Lllp feeder	Private Equity Fund	Delaware	$148M	599
Brown Advisory Alternative Strategies Fund	Hedge Fund	Bermuda	$113M	65
Brown Advisory Private Equity Partners Ix (Qp), Lllp	Private Equity Fund	Delaware	$89.1M	436
Brown Advisory Global Managers, Lllp Series J	Hedge Fund	Delaware	$85.8M	113
Brown Advisory Global Managers, Lllp Series D	Hedge Fund	Delaware	$84.4M	102
Centennial Absolute Return Fund, L.P.	Hedge Fund	Delaware	$83.2M	17
Brown Advisory Investors 2017 Blue Water Aggregates Fund, Lllp	Private Equity Fund	Delaware	$82.4M	241
Brown Advisory Global Managers, Lllp Series I	Hedge Fund	Delaware	$72.4M	115
Global Equity Series	Hedge Fund	Delaware	$71.8M	15

People (5)

Name	Role / title	With firm since	Ownership
Rogers, Brett, David	General Counsel	Jan 2013 (14y)	Less than 5%
Hankin, Michael, David	President & Ceo Brown Advisory	Dec 2013 (13y)	Less than 5%
Coleman, Julie, Proudfit	Deputy General Counsel & Chief Compliance Officer, Baisg	Mar 2022 (4y)	Less than 5%
White, William, Obrien	Chief Operating Officer	Jun 2023 (3y)	Less than 5%
Pierce, Shannon, Marie	Chief Financial Officer	May 2024 (2y)	Less than 5%

Entity owners (Schedule A/B)

Entity	Title / status	Since	Sch.	Ownership
Brown Advisory Management Llc	Holding Company And Managing Member	Jan 2012	A	75% or more
Brown Advisory Group Holdings Llc	Holding Company	Jan 2016	B	≈ 18.75% – 50% via Brown Advisory Management Llc
Brown Advisory Incorporated	Unit Holder And Managing Member	Jul 2008	B	GP / trustee / elected manager of Brown Advisory Management Llc (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

Brown Advisory Group Holdings Llc: 25% – 50% of Brown Advisory Management Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (346, $6.2B gross assets)

Fund	Type	Gross assets	Min. investment	Owners
Brown Advisory Alternative Strategies, L.P.	Hedge Fund	$428M	$250K	449
Brown Advisory Global Managers Fund	Hedge Fund	$377M	$250K	287
Brown Advisory Global Managers, Lllp Series C	Hedge Fund	$275M	$250K	316
Brown Advisory Global Managers, Lllp Series G	Hedge Fund	$249M	$250K	231
Brown Advisory Investors Si International Lllp	Hedge Fund	$196M	$250K	34
Brown Advisory Private Equity Partners 10 (Q), Lllp	Private Equity Fund	$166M	$100K	670
Brown Advisory Private Equity Partners 11 (Q), Lllp	Private Equity Fund	$148M	$100K	599
Brown Advisory Alternative Strategies Fund	Hedge Fund	$113M	$250K	65
Brown Advisory Private Equity Partners Ix (Qp), Lllp	Private Equity Fund	$89.1M	$100K	436
Brown Advisory Global Managers, Lllp Series J	Hedge Fund	$85.8M	$250K	113
Brown Advisory Global Managers, Lllp Series D	Hedge Fund	$84.4M	$250K	102
Centennial Absolute Return Fund, L.P.	Hedge Fund	$83.2M	$500K	17
Brown Advisory Investors 2017 Blue Water Aggregates Fund, Lllp	Private Equity Fund	$82.4M	$0	241
Brown Advisory Global Managers, Lllp Series I	Hedge Fund	$72.4M	$250K	115
Global Equity Series	Hedge Fund	$71.8M	$50.0K	15
Brown Advisory Private Equity Partners Vi	Private Equity Fund	$70.9M	$100K	232
Brown Advisory Global Managers, Lllp Series L	Hedge Fund	$67.0M	$250K	147
Brown Advisory Investors 2012 Slp Iv, Lllp	Private Equity Fund	$66.8M	$250K	98
Nextgen Everly Llc	Other Private Fund	$65.7M	$10.0K	96
Brown Advisory Feeder Fund Cip Viii, Lllp	Private Equity Fund	$65.3M	$100K	87
Nextgen Ventures Fund Iii, L.P.	Other Private Fund	$64.5M	$10.0K	223
Brown Advisory Investors 2015 Crc Iv (Qp), Lllp	Private Equity Fund	$62.7M	$100K	226
Nextgen Ventures Fund Ii (Qp), L.P.	Other Private Fund	$61.4M	$250K	155
Brown Advisory Investors 2017 Slp V, Lllp	Private Equity Fund	$58.3M	$100K	122
Brown Advisory Private Equity Partners V, Lllp	Private Equity Fund	$58.2M	$100K	261

Top 25 of 346 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	04/21/2026	73.2 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Fixed fees
• Performance-based fees

Services

• Portfolio management for individuals/small businesses
• Portfolio management for pooled investment vehicles
• Selection of other advisers

Custody

Reported custodians

Northern Trust $1.1B (12% of AUM) Apr 2026
Goldman Sachs $419M (7% of AUM) Dec 2021
U.S. Bank $289K (0% of AUM) May 2025

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.

View current Form ADV (SEC/IAPD) ↗