SEC-Registered Investment Adviser
Brown Advisory Investment Solutions Group LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 21, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 23, 2003
- Principal office
- 901 South Bond Street, Suite 400, Baltimore, MD 21231
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Other offices
- 7
Scale
- Regulatory AUM
- $9.8B
- Discretionary / non-discretionary
- $4.7B / $5.2B
- Attributable to non-US clients
- $1.5B
- Accounts
- 510
- Clients
- 0
- Employees
- 24, 18 in advisory roles
- Private funds advised
- 395
- Private fund gross assets
- $7.4B
- Fund types
- 24 hedge funds, 303 private equity funds, 3 venture capital funds, 65 other private funds
- Funds with Form D records
- 59 issuers in AltStreet's ledger, $1.2B reported sold across them
- Client assets in custody
- $7.8B (389 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth); high net worth individuals; banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (393); pension and profit sharing plans (0); charitable organizations; state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses; other (0)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor, a trust company and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 10 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 21, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.