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TWEEDY, BROWNE COMPANY LLC
CRD 6857File 801-10669
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.13B
Top 25% of cohort (national)
Discretionary AUM
$7.13B
Clients
222
222 accounts
Employees
39
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 25, 1975
- Principal office
- ONE STATION PLACE, STAMFORD, CT, 06902
- Phone
- (203)703-0600
- Website
- https://www.tweedyetfs.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.13B
- Discretionary AUM
- $7.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 222
- Non-discretionary accounts
- 0
- Total accounts
- 222
- AUM per client
- $32.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $44.2M |
| Investment companies | 6 | $5.14B |
| Charitable organizations | 7 | $206.0M |
| High net worth individuals | 142 | $370.2M |
| Pooled investment vehicles | 15 | $1.16B |
| Pension and profit sharing plans | 4 | $180.2M |
| Individuals (other than high net worth individuals) | 45 | $27.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
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
- 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 |
|---|---|---|---|
| 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.

