About Brown Advisory
Brown Advisory is a company based in Baltimore (United States) founded in 1993.. Brown Advisory has raised $1.02 billion across 4 funding rounds. Brown Advisory has completed 3 acquisitions, including Meritage Capital, NextGen Venture Partners and Signature Family Wealth. Brown Advisory offers products and services including Investment Management and Strategic Advisory. Brown Advisory operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Baltimore, United States
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Brown Advisory Us Smaller Companies Plc Gbp
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Annual Revenue
$-2.76 M (USD)-195.57as on Jun 30, 2024
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Net Profit
$5.76 M (USD)-69.97as on Jun 30, 2024
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EBITDA
$6 M (USD)-69.63as on Jun 30, 2024
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Total Equity Funding
$1.02 B (USD)
in 4 rounds
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Latest Funding Round
$439.8 M (USD), Series C
Feb 22, 2023
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Meritage Capital
& 2 more
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IPO & Listings of Brown Advisory
Brown Advisory is a publicly listed company on the LSE with ticker symbol BASC in UK, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Brown Advisory
Brown Advisory offers a comprehensive portfolio of products and services, including Investment Management and Strategic Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages client investments for optimal financial growth and stability
Offers tailored advice on business strategies and financial decisions
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Funding Insights of Brown Advisory
Brown Advisory has successfully raised a total of $1.02B across 4 strategic funding rounds. The most recent funding activity was a Series C round of $439.8 million completed in February 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series C — $439.8M
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First Round
First Round
(06 Apr 2010)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2023 | Amount | Series C - Brown Advisory | Valuation |
investors |
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| Nov, 2018 | Amount | Series B - Brown Advisory | Valuation |
investors |
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| Jan, 2016 | Amount | Series B - Brown Advisory | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Brown Advisory
Brown Advisory has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Meritage Capital, NextGen Venture Partners and Signature Family Wealth. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Venture capital investments are directed toward multiple sectors.
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2011 | ||||
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Investment management and strategic advisory services are provided to clients.
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2003 | ||||
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Multi-family office services are provided for wealth management needs.
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1994 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Brown Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Brown Advisory Comparisons
Competitors of Brown Advisory
Brown Advisory operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Brown Advisory
Frequently Asked Questions about Brown Advisory
When was Brown Advisory founded?
Brown Advisory was founded in 1993 and raised its 1st funding round 17 years after it was founded.
Where is Brown Advisory located?
Brown Advisory is headquartered in Baltimore, United States. It is registered at Baltimore, Maryland, United States.
Who is the current CEO of Brown Advisory?
Michael Hankin is the current CEO of Brown Advisory.
Is Brown Advisory a funded company?
Brown Advisory is a funded company, having raised a total of $1.02B across 4 funding rounds to date. The company's 1st funding round was a Series B of $541.95M, raised on Apr 06, 2010.
What does Brown Advisory do?
Brown Advisory was founded in 1993 in Baltimore, United States, as a diversified investment management firm. Investment and strategic advice, along with tailored services and individualized attention, are delivered to clients across various sectors. Operations focus on asset management rather than lending or banking activities, with a presence centered in the U.S. financial landscape.
Who are the top competitors of Brown Advisory?
Brown Advisory's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Brown Advisory offer?
Brown Advisory offers Investment Management and Strategic Advisory.
Is Brown Advisory publicly traded?
Yes, Brown Advisory is publicly traded on LSE under the ticker symbol BASC.
How many acquisitions has Brown Advisory made?
Brown Advisory has made 3 acquisitions, including Meritage Capital, NextGen Venture Partners, and Signature Family Wealth.
What is Brown Advisory's ticker symbol?
The ticker symbol of Brown Advisory is BASC on LSE.