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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP

advised by BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5d50316-a76d-3cd2-5c83-56627f50c73b

Data as of May 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2024 to May 17, 2024
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Brown Advisory Investors 2023 - Pendulum Opportunities II (te), LLLP

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLCCRD 124612
Fund type: Private Equity Fund
Latest reported GAV: $3.1Mgross asset value on Schedule D 7.B(1), as of 2024-05-17; never fund size
Peak reported GAV: $3.1M
Beneficial owners: 2
Minimum investment: $100,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 28, 2024
Last reported: May 17, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-4087065595

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 17, 2024	$3.1M	2	$100,000	0.0%	yes	BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP
Mar 28, 2024	$3.1M	2	$100,000	0.0%	yes	BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
UMB BANK, NA	UMB BANK, NA	KANSAS CITY	Missouri	United States	no	n/a

Relationships

Advises (1)

← BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLCRegistered adviserPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5d50316-a76d-3cd2-5c83-56627f50c73b
First observed: Mar 28, 2024
Last observed: May 17, 2024 28 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP

advised by BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5d50316-a76d-3cd2-5c83-56627f50c73b

Data as of May 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 17, 2024

$3.1M

$100,000

0.0%

yes

BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP

Mar 28, 2024

$3.1M

$100,000

0.0%

yes

BROWN ADVISORY INVESTORS 2023 - PENDULUM OPPORTUNITIES II (TE), LLLP

Custodian

Legal name

City

State

Country

Related person

SEC number

UMB BANK, NA

KANSAS CITY

Missouri

United States

n/a