Brandywine Asset Management, Inc
- Regulatory AUM
- $156M
- Discretionary
- $156M
- Clients
- 2
- Avg AUM / client
- $78.0M
- Accounts
- 2
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $156M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $80.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Safer Equity Fund, Lp | Hedge Fund | Delaware | $80.0M | 99 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cement Masons Pension Trust Fund Detroit And Vicinity Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit | 2024 | |
| Monument Health, Inc. Pension Plan Monument Health, Inc. | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dever, Michael, Paul | Chief Compliance Officer & Ceo | Sep 1982 (44y) | 75% or more | |
| Proctor, Robert, Bruce | Principal | Jan 2021 (6y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (1, $80.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Safer Equity Fund, Lp | Hedge Fund | $80.0M | $750K | 99 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cement Masons Pension Trust Fund Detroit And Vicinity | Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit | 571 | $108M | 05/01/2024 |
| Monument Health, Inc. Pension Plan | Monument Health, Inc. | 2,459 | $105M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.17 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
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: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗