Brown Brothers Harriman & Co. (New York)

Brown Brothers Harriman & Co. is a large advisory firm based in New York. It manages $12.56 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Brown Brothers Harriman & provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 &: assets under management

The assets under management (AUM) of Brown Brothers Harriman & Co. is $12.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and $996.52 million of the total AUM is attributable to clients outside of the United States.

The firm manages $12.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brown Brothers Harriman & Co. 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.

What kind of clients Brown Brothers Harriman & serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Brown Brothers Harriman & is investment companies with 9 clients and $11.56 billion of assets under management. Among the 9 most similar advisory firms, Brown Brothers Harriman & has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $12.56 billion for 12 clients. 25% of the firm’s clients are foreign persons or businesses.

Brown Brothers Harriman & doesn't advise any private funds.

Careers at Brown Brothers Harriman & Co.

The company employs 66 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in New York

The principal office where Brown Brothers Harriman & Co. 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.

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