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BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 110783File 801-27797
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$65.44B
Top 10% of cohort (national)
Discretionary AUM
$60.69B
Non-discretionary $4.75B
Clients
977
977 accounts
Employees
157
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 29, 1986
- Principal office
- 1735 MARKET STREET, SUITE 1800, PHILADELPHIA, PA, 19103
- Phone
- 215-609-3500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.44B
- Discretionary AUM
- $60.69B
- Non-discretionary AUM
- $4.75B
- Discretionary accounts
- 950
- Non-discretionary accounts
- 27
- Total accounts
- 977
- AUM per client
- $67.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.17B |
| Non-U.S. persons | 12 | $15.70B |
| Insurance companies | 5 | $759.6M |
| Investment companies | 25 | $17.62B |
| Charitable organizations | 12 | $2.45B |
| Other investment advisers | 25 | $4.16B |
| High net worth individuals | 3 | $79.1M |
| Pooled investment vehicles | 69 | $11.94B |
| Pension and profit sharing plans | 26 | $6.08B |
| State or municipal government entities | 42 | $4.26B |
| Individuals (other than high net worth individuals) | 752 | $223.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 122 | 157 | increased by35 |
| Jan 1, 2026 | Clients | 1,060 | 977 | decreased by83 |
| Jan 1, 2026 | AUM | $66,447,858,097 | $65,444,378,166 | decreased by$1,003,479,931 |
| Jan 1, 2026 | Accounts | 1,060 | 977 | decreased by83 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 233 | 122 | decreased by111 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,238 | 1,060 | decreased by178 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $69,446,000,033 | $66,447,858,097 | decreased by$2,998,141,936 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,238 | 1,060 | decreased by178 |
| Jan 1, 2022 | Employees | 222 | 233 | increased by11 |
| Jan 1, 2022 | Clients | 1,276 | 1,238 | decreased by38 |
| Jan 1, 2022 | AUM | $64,980,574,928 | $69,446,000,033 | increased by$4,465,425,105 |
| Jan 1, 2022 | Accounts | 1,276 | 1,238 | decreased by38 |
| Jul 1, 2021 | Employees | 243 | 222 | decreased by21 |
| Jul 1, 2021 | Clients | 1,385 | 1,276 | decreased by109 |
| Jul 1, 2021 | AUM | $61,678,795,225 | $64,980,574,928 | increased by$3,301,779,703 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRANDYWINE GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRANDYWINE GLOBAL” 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.