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BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 110783File 801-27797
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.