Brandywine Managers, Llc
- Regulatory AUM
- $14.0B
- Discretionary
- $13.9B
- Clients
- 43
- Avg AUM / client
- $325M
- Accounts
- 42
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 42 | $14.0B | 100.0% |
Private funds (53)
View all →Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $12.3B combined gross assets
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Becker, Jeffrey, S | Chief Financial Officer | Dec 2005 (21y) | Less than 5% | |
| Campbell, W, Scott | Vice President & Assistant Secretary | Dec 2005 (21y) | Less than 5% | |
| Carlson, Richard, Erik | Managing Director | Dec 2005 (21y) | Less than 5% | |
| Ciccarone, John, Anthony | Vice President & Assistant Secretary | Dec 2005 (21y) | Less than 5% | |
| Sherman, Kristina, D | Chief Compliance Officer | Dec 2005 (21y) | Less than 5% | |
| Patterson, David, Choate | Elected Manager | Jan 2010 (17y) | GP / trustee / elected manager of Brandywine Trust Group Llc (indirect) | |
| Corcoran, Eloise, Patterson | Elected Manager | Sep 2014 (12y) | GP / trustee / elected manager of Munnatawket Holdings, Llc (indirect) | |
| Herlihy, Daphne, Patterson | Elected Manager | Sep 2014 (12y) | GP / trustee / elected manager of Munnatawket Holdings, Llc (indirect) | |
| Patterson, David, Gardner | Elected Manager | Sep 2014 (12y) | GP / trustee / elected manager of Munnatawket Holdings, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brandywine Trust Group Llc | Member | Dec 2005 | A | 75% or more |
| Dgp Patterson Family Trust | Owner | Jan 2017 | B | ≈ 14.06% – 50% via Munnatawket Holdings, Llc |
| Munnatawket Holdings, Llc | Member | Sep 2009 | B | ≈ 18.75% – 50% via Brandywine Trust Group Llc |
| Brandywine Trust Company, Llc | Trustee | May 2001 | B | GP / trustee / elected manager of Dgp Patterson Family Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dgp Patterson Family Trust: 75% – 100% of Munnatawket Holdings, Llc × 25% – 50% of Brandywine Trust Group Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Munnatawket Holdings, Llc: 25% – 50% of Brandywine Trust Group 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 (53, $12.3B gross assets)
Top 25 of 53 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) | 07/14/2026 | 8.83 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗