Tweedy, Browne Company Llc
- Regulatory AUM
- $7.1B
- Discretionary
- $7.1B
- Clients
- 222
- Avg AUM / client
- $32.1M
- Accounts
- 222
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $27.1M | 0.38% |
| High net worth individuals | 142 | $370M | 5.19% |
| Investment companies | 6 | $5.1B | 72.2% |
| Pooled investment vehicles (non-investment companies) | 15 | $1.2B | 16.2% |
| Pension and profit sharing plans | 4 | $180M | 2.53% |
| Charitable organizations | 7 | $206M | 2.89% |
| Corporations and other businesses | 3 | $44.2M | 0.62% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $900M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tbk Partners, Llc | Hedge Fund | Delaware | $388M | 74 |
| Tweedy, Browne International Value Fund (Chf) | Other Private Fund | Luxembourg | $194M | 47 |
| Tweedy, Browne International Value Fund (Euro) | Other Private Fund | Luxembourg | $110M | 59 |
| Vanderbilt Partners, Llc | Hedge Fund | Delaware | $98.4M | 36 |
| Tweedy, Browne International Partners Llc | Hedge Fund | Delaware | $94.0M | 25 |
| Tweedy, Browne Global High Dividend Value Fund | Other Private Fund | Luxembourg | $9.4M | 20 |
| Tweedy, Browne Global High Dividend Partners Llc | Hedge Fund | Delaware | $6.9M | 9 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Domtar Us Salaried Pension Plan Domtar Industries Llc | 2024 | |
| Resolute Fp Us Pension Plan Resolute Fp Us Inc. | 2024 | |
| Domtar Us Hourly Pension Plan Domtar Industries Llc | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Douglas Spears | Member Of Management Committee | Oct 1997 (29y) | 5% – 10% | |
| Robert Quentin Wyckoff | Member Of Management Committee | Oct 1997 (29y) | Less than 5% | |
| Thomas Henrik Shrager | Member Of Management Committee | Oct 1997 (29y) | Less than 5% | |
| Finn, Glenn Christopher | Chief Operations Officer | Apr 1999 (27y) | Less than 5% | |
| Jason Jeffrey Minard | Member Of Management Committee | CFP | Oct 2014 (12y) | Less than 5% |
| John Jay Hill | Member Of Management Committee | CFA | Oct 2014 (12y) | Less than 5% |
| Roger Raymundus De Bree | Member Of Management Committee | Oct 2014 (12y) | Less than 5% | |
| Arnott, Laura, Jean | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Peter Nmi Onghena | Registered representative | Oct 2014 (12y) | ||
| Frank Hugh Hawrylak | Registered representative | CFA | Feb 2015 (11y) | |
| Aaron Andrew Ewert | Registered representative | Oct 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amg Tbc, Llc | Managing Member | Dec 2012 | A | 75% or more |
| Affiliated Managers Group, Inc. | Managing Member | Dec 2012 | B | ≈ 56.25% – 100% via Amg Tbc, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Affiliated Managers Group, Inc.: 75% – 100% of Amg Tbc, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (7, $900M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tbk Partners, Llc | Hedge Fund | $388M | $1.0M | 74 |
| Tweedy, Browne International Value Fund (Chf) | Other Private Fund | $194M | $11.9K | 47 |
| Tweedy, Browne International Value Fund (Euro) | Other Private Fund | $110M | $11.0K | 59 |
| Vanderbilt Partners, Llc | Hedge Fund | $98.4M | $500K | 36 |
| Tweedy, Browne International Partners Llc | Hedge Fund | $94.0M | $2.0M | 25 |
| Tweedy, Browne Global High Dividend Value Fund | Other Private Fund | $9.4M | $11.0K | 20 |
| Tweedy, Browne Global High Dividend Partners Llc | Hedge Fund | $6.9M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Domtar Us Salaried Pension Plan | Domtar Industries Llc | 0 | $0 | 01/01/2024 |
| Resolute Fp Us Pension Plan | Resolute Fp Us Inc. | 577 | $641M | 01/01/2024 |
| Domtar Us Hourly Pension Plan | Domtar Industries Llc | 1,096 | $140M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 2.66 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Australia Bank Limited $1.9B (10% of AUM) Mar 2018
- State Street $630M (5% of AUM) Jul 2022
- BNY Mellon $383M (4% of AUM) Mar 2023
- Royal Bank Of Canada $315M (4% of AUM) Jun 2026
- Pershing $297M (4% of AUM) Jun 2026
- Banque Pictet & Cie Sa $102M (1% of AUM) Sep 2025
- Northern Trust $86.3M (1% of AUM) Jun 2026
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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗