Data / Investment advisers / Pennsylvania / Brandywine Global Investment Management, LLC
Brandywine Global Investment Management, LLC, Philadelphia, PA: $65.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Brandywine Global Investment Management, LLC is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $65.4 billion in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include investment companies, sovereign wealth funds and foreign official institutions and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 15 private funds.
The request: Watch Brandywine Global Investment Management, LLC (CRD number 110783): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110783
- SEC file number
- 801-27797
- SEC status
- Approved, effective August 29, 1986
- Main office
- 1735 Market Street Suite 1800, Philadelphia, PA 19103
- Phone
- (215) 609-3500
- Regulatory AUM
- $65,444,378,166 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $60,689,602,797
- Non discretionary AUM
- $4,754,775,369
- Accounts
- 977
- Employees
- 157, of which 56 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 15: 14 other private funds, 1 hedge fund
- Gross assets of private funds
- $3,848,132,299
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 25 | $17.62 billion |
| Sovereign wealth funds and foreign official institutions | 12 | $15.70 billion |
| Pooled investment vehicles | 69 | $11.94 billion |
| Pension and profit sharing plans | 26 | $6.08 billion |
| State or municipal government entities | 42 | $4.26 billion |
| Other investment advisers | 25 | $4.16 billion |
| Charitable organizations | 12 | $2.45 billion |
| Corporations or other businesses | 6 | $2.17 billion |
| Insurance companies | 5 | $759.6 million |
| Individuals (other than high net worth individuals) | 752 | $223.3 million |
| High net worth individuals | 3 | $79.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $65.44 billion | December 18, 2025 |
| December 1, 2025 | $66.45 billion | July 28, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nomura Investment Management Business Trust | Philadelphia | $144.04 billion | 2 | adviserinfo.sec.gov |
| Janney Montgomery Scott LLC | Philadelphia | $110.11 billion | Not listed | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | $41.48 billion | 25 | adviserinfo.sec.gov |
| Clark Capital Management Group Inc | Philadelphia | $35.69 billion | Not listed | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | $24.27 billion | Not listed | adviserinfo.sec.gov |
| Fs/Kkr Advisor, LLC | Philadelphia | $16.10 billion | Not listed | adviserinfo.sec.gov |
| Mycio Wealth Partners, LLC | Philadelphia | $15.78 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers that manage private funds
- Brandywine Global Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.