DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Brown Advisory Investment Solutions Group LLC

Asset manager (funds and pooled vehicles)Baltimore, MarylandCRD 124612SEC 801-61732website IAPD

Latest filing Apr 21, 2026

First filing on the tape Mar 29, 2012 · 45 filings

SEC status approved since Jan 23, 2003

RAUM

$9.8B

reported, Item 5.F

Discretionary

48%

of RAUM

Private clients

6.9%

$676M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

18 advisory (5.B.1)

Offices

beyond the principal office

Private funds

395

reported on Schedule D

History

45 filings and snapshots on the tape

RAUM$9.8B as of Apr 21, 2026

Mar 29, 2012$387M then

HNW client RAUM$676M as of Apr 21, 2026

Mar 29, 2018$271M then

State-registered IARs (5.B.3)1 as of Apr 21, 2026

Apr 1, 20130 then

Employees (5.A)24 as of Apr 21, 2026

Apr 1, 20133 then

Private funds395 as of Apr 21, 2026

Mar 29, 20129 then

RAUM +16% over the last fiscal year-0.3% a year over threeIARs 1 to 1offices 6 to 7

Practice profile

derived from the filing of Apr 21, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $9.8BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $19.3MderivedRAUM over accounts (5.F.2.f)
Discretionary: 48%derivedof RAUM
Institutional: 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 24.0derivedItem 5.A over advisors
Advisors per office: 0.1derived8 offices incl. principal (1.F.5)
RAUM growth, one year: +16%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody: $7.8B, 389 clientsreportedItem 9.A
Ownership: controlled by a public reporting companyderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
an independent public accountant performs a surprise examination (9.C.1)
controlled by a public reporting company (10.A)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$7.8B79%
Corporations and businesses$1.3B14%
High-net-worth individuals$676M6.9%
Charitable organizations$46.7M0.5%
Individuals$146,7080.0%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: 0reported
Charitable clients: n/areported
Accounts: 510reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $7.8B for 389 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.07 fund_share=0.79 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

200 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Brown Advisory Alternative Strategies, L.P.	Hedge Fund	$428M	449	Mar 29, 2012
Brown Advisory Global Managers Fund	Hedge Fund	$377M	287	Oct 27, 2015
Brown Advisory Global Managers, Lllp - Series C	Hedge Fund	$275M	316	Oct 27, 2015
Brown Advisory Global Managers, Lllp - Series G	Hedge Fund	$249M	231	Mar 29, 2018
Brown Advisory Investors Si International Lllp	Hedge Fund	$196M	34	Mar 16, 2012
Brown Advisory Private Equity Partners 10 (Q), Lllp	Private Equity Fund	$166M	670	Mar 30, 2022
Brown Advisory Private Equity Partners 11 (Q), Lllp	Private Equity Fund	$148M	599	Mar 30, 2023
Brown Advisory Alternative Strategies Fund	Hedge Fund	$113M	65	Mar 29, 2012
Brown Advisory Private Equity Partners Ix (Qp), Lllp	Private Equity Fund	$89.1M	436	Mar 30, 2022
Brown Advisory Global Managers, Lllp - Series J	Hedge Fund	$85.8M	113	Mar 30, 2021
Brown Advisory Global Managers, Lllp - Series D	Hedge Fund	$84.4M	102	Jan 29, 2016
Centennial Absolute Return Fund, L.P.	Hedge Fund	$83.2M	17	Mar 27, 2012
Brown Advisory Investors 2017 - Blue Water Aggregates Fund, Lllp	Private Equity Fund	$82.4M	241	Mar 29, 2018
Brown Advisory Global Managers, Lllp - Series I	Hedge Fund	$72.4M	115	Mar 30, 2021
Global Equity Series	Hedge Fund	$71.8M	15	Mar 30, 2021
Brown Advisory Private Equity Partners Vi	Private Equity Fund	$70.9M	232	Mar 29, 2019
Brown Advisory Global Managers, Lllp - Series L	Hedge Fund	$67.0M	147	Mar 30, 2022
Brown Advisory Investors 2012 - Slp IV, Lllp	Private Equity Fund	$66.8M	98	Apr 1, 2013
Nextgen Everly LLC	Other Private Fund	$65.7M	96	Mar 30, 2020
Brown Advisory Feeder Fund - Cip Viii, Lllp	Private Equity Fund	$65.3M	87	Mar 29, 2019
Nextgen Ventures Fund III, L.P.	Other Private Fund	$64.5M	223	Mar 30, 2023
Brown Advisory Investors 2015 - Crc IV (Qp), Lllp	Private Equity Fund	$62.7M	226	Oct 27, 2015
Nextgen Ventures Fund II (Qp), L.P.	Other Private Fund	$61.4M	155	Mar 30, 2020
Brown Advisory Investors 2017 - Slp V, Lllp	Private Equity Fund	$58.3M	122	Nov 30, 2017
Brown Advisory Private Equity Partners V, Lllp	Private Equity Fund	$58.2M	261	Nov 30, 2017
Brown Advisory Private Equity Partners Viii (Ai), Lllp	Private Equity Fund	$54.7M	100	Mar 30, 2021
Brown Advisory Private Equity Partners Viii (Qp), Lllp	Private Equity Fund	$54.5M	319	Mar 30, 2021
Brown Advisory Private Equity Partners Vii (Qp), Lllp	Private Equity Fund	$51.6M	290	Mar 30, 2020
Brown Advisory Private Equity Partners Vii (Ai), Lllp	Private Equity Fund	$51.6M	84	Mar 30, 2020
Brown Advisory Investors - Ga 2021 (Offshore), Lllp	Private Equity Fund	$51.5M	43	Mar 30, 2022
Brown Advisory Private Equity Partners Ix (Ai), Lllp	Private Equity Fund	$48.5M	84	Mar 30, 2022
Brown Advisory Private Equity Partners IV, Lllp	Private Equity Fund	$47.2M	205	Mar 30, 2017
Brown Advisory Nextgen Opportunity Fund I, Lllp	Other Private Fund	$46.3M	131	Dec 21, 2020
Brown Advisory Venture Capital Partners 2, Lllp	Private Equity Fund	$43.3M	186	Mar 30, 2022
Brown Advisory Global Managers, Lllp - Series M	Hedge Fund	$41.5M	70	Mar 30, 2022
Brown Advisory Investors 2020 - Slp Vi, Lllp	Private Equity Fund	$41.4M	79	Mar 30, 2021
Brown Advisory Investors 2022 - Slp Vii , Lllp	Private Equity Fund	$41.2M	97	Mar 30, 2023
Nextgen Carta LLC	Other Private Fund	$40.2M	123	Dec 21, 2020
Brown Advisory Venture Capital Partners 3, Lllp	Private Equity Fund	$39.3M	135	Mar 30, 2023
Brown Advisory Real Estate Partners I (Qp)	Private Equity Fund	$38.2M	177	Mar 29, 2018

All funds of Brown Advisory Investment Solutions Group LLC

Owners and control persons

Schedule A and B, latest filing

David Michael Hankin · President & Ceo - Brown Advisorycontrol
since 12/2013 · owns less than 5%
Marie Shannon Pierce · Chief Financial Officercontrol
since 05/2024 · owns less than 5%
David Brett Rogers · General Counselcontrol
since 01/2013 · owns less than 5%
Obrien William White · Chief Operating Officercontrol
since 06/2023 · owns less than 5%
Proudfit Julie Coleman · Deputy General Counsel & Chief Compliance Officer, Baisg
since 03/2022 · owns less than 5%

Entity owners

Brown Advisory Management LLC · Holding Company And Managing Member
direct · owns 75% or more
Brown Advisory Group Holdings LLC · Holding Company
indirect · owns 25% to 50% of Brown Advisory Management LLC
Brown Advisory Incorporated · Unit Holder And Managing Member
indirect · owns F of Brown Advisory Management LLC

Related persons

Schedule D 7.A

Blueprint Local Investments, LLC
investment adviserpooled vehicle sponsorn
Brown Advisory (Singapore) Pte.Ltd
investment advisern
Brown Advisory
investment adviserpooled vehicle sponsornRAUM $124B
Brown Advisory Ltd.
investment advisernRAUM $27B
Brown Advisory Trust Company Of Delaware, LLC
n
Brown Investment Advisory & Trust Company
n
Brown Savano Jv, LLC
investment advisern
Nextgen Opportunity Fund I Gp, LLC
investment adviserpooled vehicle sponsorn
Nextgen Ventures Fund I Gp, LLC
investment adviserpooled vehicle sponsorn
Nextgen Ventures Fund II Gp, LLC
investment adviserpooled vehicle sponsorn
Nextgen Ventures Fund III, Gp LLC
investment adviserpooled vehicle sponsorn
Brown Advisory
investment adviserbankpooled vehicle sponsornRAUM $7.6B

Advisers that list Brown Advisory Investment Solutions Group LLC as a related person

Offices

Schedule D 1.F, the 25 largest

New York, NY12 employees
San Francisco, CA2 employees
Charlottesville, VA1 employees
Austin, TX1 employees
Solana Beach, CA1 employees
Chevy Chase, MD1 employees
Boston, MA1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

many private funds relative to firm sizeStatic outlier · filing Apr 21, 2026
private funds per $1B of RAUM of 40.1 against a peer median of 2.0 (467 comparable advisers, 100.0th percentile, 22.4 robust deviations)
peers: asset managers, $5B to $20B (467) · 100% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Private funds · 394 to 395
Mar 30, 2026 to Apr 21, 2026
Accounts · 362 to 510
May 29, 2025 to Mar 30, 2026
Advisory employees · 21 to 18
May 29, 2025 to Mar 30, 2026
Charity clients · 0.0 to unset
May 29, 2025 to Mar 30, 2026
Pooled vehicle clients · 352 to 393
May 29, 2025 to Mar 30, 2026
Assets in custody · $5.5B to $7.8B
May 29, 2025 to Mar 30, 2026
Employees · 26 to 24
May 29, 2025 to Mar 30, 2026
Other offices · 6 to 7
May 29, 2025 to Mar 30, 2026
Private funds · 361 to 394
May 29, 2025 to Mar 30, 2026
Discretionary RAUM · $4.4B to $4.7B
May 29, 2025 to Mar 30, 2026
HNW RAUM · $215M to $676M
May 29, 2025 to Mar 30, 2026
Individual RAUM · $129,149 to $146,708
May 29, 2025 to Mar 30, 2026
Non-discretionary RAUM · $4.1B to $5.2B
May 29, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $7.3B to $7.8B
May 29, 2025 to Mar 30, 2026
RAUM · $8.4B to $9.8B
May 29, 2025 to Mar 30, 2026
Financial planning clients · unset to
Mar 28, 2025 to May 29, 2025
Accounts · 360 to 362
Feb 27, 2025 to Mar 28, 2025
Pooled vehicle clients · 346 to 352
Feb 27, 2025 to Mar 28, 2025
Assets in custody · $6.2B to $5.5B
Feb 27, 2025 to Mar 28, 2025
Other offices · 7 to 6
Feb 27, 2025 to Mar 28, 2025
Private funds · 346 to 361
Feb 27, 2025 to Mar 28, 2025
Discretionary RAUM · $3.6B to $4.4B
Feb 27, 2025 to Mar 28, 2025
HNW RAUM · $193M to $215M
Feb 27, 2025 to Mar 28, 2025
Individual RAUM · $793,631 to $129,149
Feb 27, 2025 to Mar 28, 2025
Non-discretionary RAUM · $3.8B to $4.1B
Feb 27, 2025 to Mar 28, 2025
Pooled vehicle RAUM · $6.2B to $7.3B
Feb 27, 2025 to Mar 28, 2025
RAUM · $7.3B to $8.4B
Feb 27, 2025 to Mar 28, 2025
Accounts · 509 to 360
Jul 28, 2023 to Mar 28, 2024
Charity clients · 1 to 0
Jul 28, 2023 to Mar 28, 2024
Corporate clients · 0.0 to unset
Jul 28, 2023 to Mar 28, 2024
HNW clients · 23.0 to unset
Jul 28, 2023 to Mar 28, 2024
Individual clients · 0.0 to unset
Jul 28, 2023 to Mar 28, 2024
Pooled vehicle clients · 315 to 346
Jul 28, 2023 to Mar 28, 2024
Assets in custody · $4.0B to $6.2B
Jul 28, 2023 to Mar 28, 2024
Employees · 30 to 26
Jul 28, 2023 to Mar 28, 2024
Private funds · 326 to 346
Jul 28, 2023 to Mar 28, 2024
Discretionary RAUM · $1.2B to $3.6B
Jul 28, 2023 to Mar 28, 2024
HNW RAUM · $5.7B to $193M
Jul 28, 2023 to Mar 28, 2024
Individual RAUM · $0 to $793,631
Jul 28, 2023 to Mar 28, 2024
Non-discretionary RAUM · $8.8B to $3.8B
Jul 28, 2023 to Mar 28, 2024

Signals

6 dated events

Michael David Churchill (Chief Financial Officer) no longer on Schedule A of Brown Advisory Investment Solutions Group Llc (listed 2024-03-28, absent 2024-05-17)
May 17, 2024 · Control person left · inference
Marie Shannon Pierce (Chief Financial Officer) appeared on Schedule A of Brown Advisory Investment Solutions Group Llc
May 17, 2024 · Control person joined · fact
Brown Advisory Investment Solutions Group Llc reported RAUM $7.3B, down 26% from $9.9B (2023-07-28 to 2024-03-28)
Mar 28, 2024 · RAUM change · derived
Obrien William White (Chief Operating Officer) appeared on Schedule A of Brown Advisory Investment Solutions Group Llc
Jul 28, 2023 · Control person joined · fact
Brown Advisory Investment Solutions Group Llc reported RAUM $8.2B, up 32% from $6.2B (2021-12-09 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
Brown Advisory Investment Solutions Group Llc reported RAUM $5.8B, up 29% from $4.5B (2019-07-31 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

Brown Advisory Investment Solutions Group LLC · Independent Sponsors
shared crd · capital_provider
Brown Advisory Investment Solutions Group LLC · Private Equity
shared crd · organization
Brown Advisory Investment Solutions Group LLC · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/nextgen-venture-partnersreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/brown-advisoryreportedpublic record, Form ADV, Sep 17, 2026
Website: brownadvisory.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 410-537-5400reportedpublic record, Form ADV, Apr 21, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026