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BRANDYWINE MANAGERS, LLC
CRD 137388File 801-66569
APPROVED
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.97B
Top 10% of cohort (national)
Discretionary AUM
$13.94B
Non-discretionary $25.2M
Clients
43
42 accounts
Employees
5
Top 25% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 15, 2006
- Principal office
- 7234 LANCASTER PIKE, SUITE 300, HOCKESSIN, DE, 19707
- Phone
- 302-234-5750
- Website
- https://brandywinetrust.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.97B
- Discretionary AUM
- $13.94B
- Non-discretionary AUM
- $25.2M
- Discretionary accounts
- 41
- Non-discretionary accounts
- 1
- Total accounts
- 42
- AUM per client
- $324.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 42 | $13.97B |
| Banking or thrift institutions | 1 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $12,914,606,000 | $13,965,628,000 | increased by$1,051,022,000 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 43 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,642,541,000 | $12,914,606,000 | decreased by$727,935,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 42 | decreased by10 |
| Apr 1, 2022 | AUM | $11,551,191,000 | $13,642,541,000 | increased by$2,091,350,000 |
| 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 “BRANDYWINE MANAGERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRANDYWINE MANAGERS” 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.