Brandywine Managers, LLC is a large advisory firm based in Hockessin. It manages $9.65 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Delaware.
Brandywine Managers provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brandywine Managers, LLC is $9.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 302% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brandywine Managers, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Brandywine Managers is pooled investment vehicles with 56 clients and $9.65 billion of assets under management. Among the 12 most similar advisory firms, Brandywine Managers has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.65 billion for 56 clients. None of the firm’s clients are foreign persons or businesses.
Brandywine Managers also advises several private funds. Namely, twenty one hedge funds and thirty nine private equity funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jennifer Lauren Heller has served as the Chief Investment Officer since 1 Feb 2012 and David Choate Patterson is the Chief Executive Officer of Brandywine Managers, LLC family office. Dgp Patterson Family Trust joined the executive team most recently as the Owner.
The principal office where Brandywine Managers, LLC performs its advisory services is located at 7234 Lancaster Pike, Hockessin, DE 19707, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-234-5750 or by fax 302-234-5754. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at brandytrust.com.