Brown Brothers Harriman Mutual Fund Advisory Department (New York)


Brown Brothers Harriman Mutual Fund Advisory Department is an investment adviser to an investment company based in New York. It manages $12.77 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New York.

Brown Brothers Harriman Mutual Fund Advisory Department provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brown Brothers Harriman Mutual Fund Advisory Department: assets under management

The assets under management (AUM) of Brown Brothers Harriman Mutual Fund Advisory Department is $12.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 264% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.55 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brown Brothers Harriman Mutual Fund Advisory Department 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 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Susan Clark Livingston Partner 1 Jan 1998 Other 2831394
Geoffrey Mackenzie Cook Partner 1 Jan 2009 Other 4599503
Kevin W Stone Partner 1 Jan 2009 Other 2395249
Sean Pairceir Partner 1 Jan 2010 Other 5775877
Jared S Keyes Partner 1 Jan 2011 Other 2588920
Jeffrey Bryan Meskin Partner 1 Jan 2011 Other 2855280
Kristen Fitzwilliam Giarrusso Partner 1 Jan 2011 Other 2678929

Based in New York

The principal office where Brown Brothers Harriman Mutual Fund Advisory Department performs its advisory services is located at Brown Brothers Harriman Mutual Fund Advisory Dept, New York, NY 10005 1101, 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 212-483-1818 or by fax 212-493-8907. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bbh.com.