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BRAVE WARRIOR ADVISORS, LLC
CRD 108894File 801-29459
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.64B
Top 25% of cohort (national)
Discretionary AUM
$5.64B
Clients
116
288 accounts
Employees
6
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 20, 1987
- Principal office
- 12 EAST 49TH STREET, 31ST FL., NEW YORK, NY, 10017
- Phone
- 212-421-9760
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.64B
- Discretionary AUM
- $5.64B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 288
- Non-discretionary accounts
- 0
- Total accounts
- 288
- AUM per client
- $48.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $184.7M |
| Charitable organizations | 8 | $1.28B |
| High net worth individuals | 82 | $3.92B |
| Pooled investment vehicles | 4 | $220.5M |
| Pension and profit sharing plans | Fewer than 5 | $24.6M |
| Individuals (other than high net worth individuals) | 16 | $7.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 114 | 116 | increased by2 |
| Apr 1, 2026 | AUM | $5,410,045,202 | $5,638,637,189 | increased by$228,591,987 |
| Apr 1, 2026 | Accounts | 281 | 288 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 114 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,406,100,000 | $5,410,045,202 | increased by$1,003,945,202 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 267 | 281 | increased by14 |
| Apr 1, 2022 | Clients | 113 | 111 | decreased by2 |
| Apr 1, 2022 | AUM | $3,802,300,000 | $4,406,100,000 | increased by$603,800,000 |
| Apr 1, 2022 | Accounts | 280 | 267 | decreased by13 |
| May 1, 2021 | Custody | No | Yes | |
| May 1, 2021 | Clients | 115 | 113 | decreased by2 |
| May 1, 2021 | AUM | $3,634,400,000 | $3,802,300,000 | increased by$167,900,000 |
| May 1, 2021 | Accounts | 277 | 280 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRAVE WARRIOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRAVE WARRIOR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.