Brown Advisory

Baltimore, United States Founded: 1993 • Age: 33 yrs
Diversified investment management firm
Annual revenue - Latest available
Total funding $1.0B 4 rounds
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Brown Advisory Us Smaller Companies Plc Gbp
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    -$2.76 M (USD)
    -195.57
    as on Jun 30, 2024
  • Net Profit
    $5.76 M (USD)
    -69.97
    as on Jun 30, 2024
  • EBITDA
    $6 M (USD)
    -69.63
    as on Jun 30, 2024
  • Total Equity Funding
    $1.02 B (USD)

    in 4 rounds

  • Latest Funding Round
    $439.8 M (USD), Series C

    Feb 22, 2023

  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
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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.

Exchange: LSE · Ticker: BASC · Sector: Miscellaneous · UK

Products & Services of Brown Advisory

Brown Advisory offers a comprehensive portfolio of products and services, including Investment Management and Strategic Advisory.

Product name locked
Category locked
Primary

Manages client investments for optimal financial growth and stability

Product name locked
Category locked
Locked

Offers tailored advice on business strategies and financial decisions

People of Brown Advisory

Headcount 500-1000
Employee Profiles 176
Board Members and Advisors 11
Employee Profiles
People
Teague R. Avey
Partner | COO Of Virginia Private Client, Endowments & Foundations At Brown Advisory
People
Mark Bogdan
Investment Compliance Analyst
People
Zach Scanlon
Staff Accountant
People
Logie Fitzwilliams
Head of International Business

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Board Members and Advisors
people
David Robinson
Director
people
Robert S. Murley
Director
people
Charles Linehan
Director
people
Beatrice H.m. Hollond
Director

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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.

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.

Investments
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Investment portfolio details for Brown Advisory

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Venture capital investments are directed toward multiple sectors.
Locked Locked 2011 Locked
Investment management and strategic advisory services are provided to clients.
Locked Locked 2003 Locked
Multi-family office services are provided for wealth management needs.
Locked Locked 1994 Locked
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Complete acquisition details for Brown Advisory

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

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  • Acquired stakes
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  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - Brown Advisory

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Detailed financials for Brown Advisory

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Brown Advisory Comparisons

Brown Advisory Primary company
Description
Diversified investment management firm
Location
Baltimore, United States
Founded Year
1993
Annual Revenue
-$2.76 M (USD)
Net Profit
$5.76 M (USD)
EBITDA
$6 M (USD)
Employees
Not available
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Peer comparison for Brown Advisory

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
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Detailed competitors of Brown Advisory

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
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Verified entity values are shown only after access is granted.

Latest news on Brown Advisory

REG - Brown Advisory US - Net Asset Value(s)
London Stock Exchange5 months ago
REG - Brown Advisory US - Net Asset Value(s)
London Stock Exchange5 months ago
REG - Brown Advisory US - Net Asset Value(s)
London Stock Exchange5 months ago
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Complete news archive for Brown Advisory

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Brown Advisory

Brown Advisory was founded in 1993 and raised its 1st funding round 17 years after it was founded.

Brown Advisory is headquartered in Baltimore, United States. It is registered at Baltimore, Maryland, United States.

Michael Hankin is the current CEO of Brown Advisory.

Brown Advisory is a funded company, having raised a total of $1.02B across 4 funding rounds to date.

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.

Brown Advisory's top competitors include Fidelity Investments, Investec and S&P Global.

Brown Advisory offers Investment Management and Strategic Advisory.

Yes, Brown Advisory is publicly traded on LSE under the ticker symbol BASC.

Brown Advisory has made 3 acquisitions, including Meritage Capital, NextGen Venture Partners, and Signature Family Wealth.

The ticker symbol of Brown Advisory is BASC on LSE.

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