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Brandeis Investment Group LLC (Radnor)


Brandeis Investment Group LLC is a related adviser based in Radnor. It manages $2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Pennsylvania.

Brandeis Investment Group provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brandeis Investment Group: assets under management

The assets under management (AUM) of Brandeis Investment Group LLC is $2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brandeis Investment Group LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Pemra Hemseri Levinson Trustee 1 Feb 2008 Other 5507810

Based in Radnor

The principal office where Brandeis Investment Group LLC performs its advisory services is located at Radnor Financial Center, Radnor, PA 19087, 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 610-977-2090 or by fax 888-828-8920. The normal business hours are 9-5 on Monday - Friday.


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