Brown Brothers Harriman & Co.
$112B reported client assets across 36 advisory firms in FY2020 annual amendments
Reported client assets over time
$46.8B
$95.2B
2017
2020
Same-firm comparison: 26 firms that reported Brown Brothers Harriman & Co. in both FY2019 and FY2020 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 11 cohort firms, FY2018: 20 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Allspring Global Investments, Llc | $17.3B | $483B | 3.6% | 03/30/2021 |
| Wellington Management Japan Pte. Ltd. | $15.9B | $42.6B | 37.3% | 03/31/2021 |
| Fiam Llc | $13.3B | $140B | 9.5% | 03/31/2021 |
| The Putnam Advisory Company, Llc | $12.7B | $88.8B | 14.3% | 03/31/2021 |
| Mutual Of America Capital Management Llc | $8.1B | $19.7B | 41.3% | 03/31/2021 |
| Pgim Limited | $7.1B | $105B | 6.8% | 03/30/2021 |
| Fort Washington Investment Advisors Inc | $6.7B | $68.5B | 9.8% | 03/29/2021 |
| Post Advisory Group, Llc | $4.5B | $16.6B | 26.8% | 03/22/2021 |
| Goldman Sachs Asset Management Co., Ltd. | $3.5B | $59.7B | 5.8% | 03/31/2021 |
| Massachusetts Financial Services Company | $3.1B | $496B | 0.6% | 03/31/2021 |
| Shenkman Capital Management, Inc. | $2.7B | $24.3B | 10.9% | 09/28/2020 |
| Jpmorgan Asset Management (Asia Pacific) Limited | $2.6B | $86.2B | 3.0% | 03/30/2021 |
| Nxt Capital Investment Advisers, Llc | $2.3B | $9.6B | 24.0% | 06/29/2020 |
| Asset Management One Usa Inc. | $1.9B | $9.5B | 20.3% | 03/31/2021 |
| Western Asset Management Company Pte Ltd | $1.6B | $4.9B | 33.2% | 06/26/2020 |
| Invesco Senior Secured Management, Inc. | $1.5B | $27.6B | 5.5% | 03/31/2021 |
| Vaughan Nelson Investment Management, L.P. | $1.1B | $13.2B | 8.0% | 03/30/2021 |
| Aristotle Capital Boston, Llc | $853M | $4.3B | 19.8% | 03/12/2021 |
| Pictet Asset Management Limited | $720M | $33.2B | 2.2% | 03/29/2021 |
| Qtron Investments Llc | $711M | $1.1B | 63.6% | 03/30/2021 |
| Cvc Credit Partners, Llc | $621M | $19.4B | 3.2% | 04/01/2021 |
| Gc Advisors Llc | $600M | $70.1B | 0.9% | 03/30/2021 |
| Stockbridge Partners Llc | $522M | $5.3B | 9.9% | 03/30/2021 |
| Port Capital Llc | $377M | $2.0B | 19.3% | 01/26/2021 |
| Sound Shore Management Inc | $375M | $3.5B | 10.8% | 03/15/2021 |
| Swiss Finance Management International Sa | $260M | $342M | 76.0% | 03/02/2021 |
| Kopernik Global Investors, Llc | $213M | $4.3B | 5.0% | 03/31/2021 |
| Robeco Institutional Asset Management Us Inc | $209M | $4.3B | 4.8% | 03/31/2021 |
| Baring International Investment Ltd | $193M | $18.5B | 1.0% | 03/30/2021 |
| Easterly Investment Partners Llc | $184M | $2.2B | 8.4% | 03/31/2021 |
| River Canyon Fund Management Llc | $146M | $1.5B | 9.8% | 03/24/2021 |
| Lega Z Advisory Llc | $98.8M | $370M | 26.7% | 03/10/2021 |
| Arohi Asset Management Pte Ltd. | $89.8M | $1.0B | 9.0% | 06/18/2020 |
| Octagon Credit Investors, Llc | $85.7M | $27.1B | 0.3% | 03/19/2021 |
| Karani Asset Management Llc | $45.1M | $248M | 18.2% | 03/05/2021 |
| The Hoerner Planning Group, Llc | $35.4M | $987M | 3.6% | 03/31/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.