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
Brandywine Managers, LLC
Latest filing Jul 14, 2026
First filing on the tape Mar 30, 2012 · 28 filings
SEC status approved since May 15, 2006
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
42
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$14B as of Jul 14, 2026
Mar 30, 2012$5.0B then
HNW client RAUM$0 as of Jul 14, 2026
Mar 30, 2021$0 then
State-registered IARs (5.B.3)0 as of Jul 14, 2026
Mar 30, 20120 then
Employees (5.A)5 as of Jul 14, 2026
Apr 1, 201312 then
Private funds42 as of Jul 14, 2026
Mar 30, 201249 then
RAUM +8.1% over the last fiscal year+4.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $333MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 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 businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 42reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
Private funds
87 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Brandytrust Multi-Strategy Partners, LP | Hedge Fund | $2.2B | 248 | Mar 30, 2012 |
| Brandytrust Global Partners, LP | Hedge Fund | $2.2B | 311 | Mar 30, 2012 |
| Abanco Investors Ltd, LLC | Hedge Fund | $1.2B | 54 | Mar 30, 2012 |
| Vb Investment Partners, LLC | Private Equity Fund | $546M | 13 | Mar 30, 2012 |
| Brandywine Private Equity Partners (2018), LP | Hedge Fund | $381M | 90 | Mar 30, 2018 |
| Ecpp-2, LLC | Hedge Fund | $356M | 13 | Mar 28, 2017 |
| Brandywine Private Equity Partners (2016), LP | Hedge Fund | $322M | 80 | Mar 28, 2017 |
| Pcr Partners, LLC | Private Equity Fund | $319M | 5 | Mar 21, 2019 |
| 1340 Holdings, LLC | Private Equity Fund | $294M | 8 | Mar 30, 2012 |
| Brandywine Private Equity Partners (2020), LP | Hedge Fund | $285M | 94 | Mar 30, 2021 |
| Brandywine Private Equity Partners (2023), LP | Hedge Fund | $278M | 117 | Mar 30, 2023 |
| Brandywine Private Equity Partners (2022), LP | Hedge Fund | $274M | 121 | Mar 29, 2022 |
| Brandywine Private Equity Partners (2021), LP | Hedge Fund | $268M | 115 | Mar 30, 2021 |
| Kinneret Partners, LPno longer reported | Hedge Fund | $267M | 4 | Mar 31, 2014 |
| Brandywine Private Equity Investors Sml, LLC | Hedge Fund | $259M | 151 | Mar 30, 2018 |
| Brandywine Private Equity Partners (2019), LP | Hedge Fund | $255M | 90 | Mar 21, 2019 |
| Brandywine Private Equity Partners (2017), LP | Hedge Fund | $247M | 97 | Mar 30, 2018 |
| Brandywine Private Equity Partners (2013), LP | Hedge Fund | $244M | 69 | Mar 31, 2014 |
| Heseg, LLC | Private Equity Fund | $237M | 2 | Mar 28, 2017 |
| Brandywine Private Equity Partners (2014), LP | Hedge Fund | $212M | 62 | Mar 31, 2015 |
| Ecpp-3, LLC | Hedge Fund | $179M | 38 | Mar 30, 2023 |
| Rdz Family, LLC | Private Equity Fund | $169M | 2 | Mar 28, 2017 |
| Phoenix Lake Holdings, LLC | Private Equity Fund | $166M | 2 | Mar 28, 2017 |
| Arnott Investment Partners, LP | Private Equity Fund | $164M | 8 | Mar 30, 2012 |
| Traverse Park Ventures, LLC | Private Equity Fund | $159M | 15 | Mar 30, 2012 |
| Argyll Investment Partners LLC | Private Equity Fund | $115M | 6 | Mar 30, 2018 |
| Brandywine Private Equity Partners (2012), LP | Hedge Fund | $96.8M | 74 | Mar 30, 2012 |
| La Couharde Investments, LLC | Hedge Fund | $95.4M | 51 | Mar 30, 2012 |
| Piedra Partners, LP | Private Equity Fund | $84.3M | 18 | Mar 30, 2012 |
| Brandytrust Crystals, LLC | Private Equity Fund | $80.1M | 35 | Mar 30, 2012 |
| La Couharde Private Equity Partners, LP | Private Equity Fund | $74.3M | 31 | Mar 30, 2012 |
| Moltz Holdings, LLC | Private Equity Fund | $68.7M | 2 | Apr 1, 2013 |
| Brandywine Private Equity Partners (2011), LP | Hedge Fund | $57.5M | 45 | Mar 30, 2012 |
| Pine Lodge Investments LLC | Private Equity Fund | $48.7M | 8 | Mar 24, 2016 |
| Brandywine Private Equity Partners (2011-B), LP | Hedge Fund | $48.4M | 46 | Mar 30, 2012 |
| Sopa, LLC | Private Equity Fund | $45.2M | 7 | Mar 30, 2012 |
| Brandywine Private Equity Partners (2008), LP | Hedge Fund | $43.6M | 59 | Mar 30, 2012 |
| Brandywine Private Equity Partners (2011-C), LP | Hedge Fund | $40.8M | 68 | Mar 30, 2012 |
| Brandywine Private Equity Investors Turnspire, LLC | Private Equity Fund | $37.6M | 132 | Mar 30, 2021 |
| Brandytrust Romana, LLC | Private Equity Fund | $30.8M | 33 | Apr 3, 2014 |
Owners and control persons
Schedule A and B, latest filing
- S Jeffrey Becker · Chief Financial Officercontrolsince 12/2005 · owns less than 5%
- Scott W Campbell · Vice-President & Assistant Secretarycontrolsince 12/2005 · owns less than 5%
- Erik Richard Carlson · Managing Directorcontrolsince 12/2005 · owns less than 5%
- Anthony John Ciccarone · Vice-President & Assistant Secretarycontrolsince 12/2005 · owns less than 5%
- D Kristina Sherman · Chief Compliance Officercontrolsince 12/2005 · owns less than 5%
- Erik Richard Carlson · Elected Managercontrolsince 12/2005 · owns F of Brandywine Trust Group LLC
- Patterson Eloise Corcoran · Elected Managercontrolsince 09/2014 · owns F of Munnatawket Holdings, LLC
- Patterson Daphne Herlihy · Elected Managercontrolsince 09/2014 · owns F of Munnatawket Holdings, LLC
- Choate David Patterson · Elected Managercontrolsince 01/2010 · owns F of Brandywine Trust Group LLC
- Gardner David Patterson · Elected Managercontrolsince 09/2014 · owns F of Munnatawket Holdings, LLC
Entity owners
- Brandywine Trust Group LLC · Memberdirect · owns 75% or more
- Brandywine Trust Company, LLC · Trusteeindirect · owns F of Dgp Patterson Family Trust
- Munnatawket Holdings, LLC · Memberindirect · owns 25% to 50% of Brandywine Trust Group LLC
- Dgp Patterson Family Trust · Ownerindirect · owns 75% or more of Munnatawket Holdings, LLC
Related persons
Schedule D 7.A
- Brandywine Trust Company, LLCcustodiann
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 43 to 42Mar 30, 2026 to Apr 22, 2026
- Private funds · 51 to 43Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $13B to $14BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $20.2M to $25.2MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $13B to $14BMar 31, 2025 to Mar 30, 2026
- RAUM · $13B to $14BMar 31, 2025 to Mar 30, 2026
- Accounts · 53 to 42Apr 8, 2024 to Mar 31, 2025
- Charity clients · unset to 0.0Apr 8, 2024 to Mar 31, 2025
- Corporate clients · unset to 0.0Apr 8, 2024 to Mar 31, 2025
- HNW clients · unset to 0.0Apr 8, 2024 to Mar 31, 2025
- Individual clients · unset to 0.0Apr 8, 2024 to Mar 31, 2025
- Pension plan clients · unset to 0.0Apr 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 53 to 42Apr 8, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Apr 8, 2024 to Mar 31, 2025
- Private funds · 53 to 51Apr 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $12B to $13BApr 8, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.0M to $20.2MApr 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $12B to $13BApr 8, 2024 to Mar 31, 2025
- RAUM · $12B to $13BApr 8, 2024 to Mar 31, 2025
- Private funds · 54 to 53Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $12B to $12BMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $7.0M to $7.0MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $12B to $12BMar 30, 2023 to Mar 29, 2024
- RAUM · $12B to $12BMar 30, 2023 to Mar 29, 2024
- Related insurance company · true to falseMar 30, 2023 to Mar 29, 2024
- Accounts · 52 to 53Feb 6, 2023 to Mar 30, 2023
- Pooled vehicle clients · 52 to 53Feb 6, 2023 to Mar 30, 2023
- Private funds · 53 to 54Feb 6, 2023 to Mar 30, 2023
- Discretionary RAUM · $14B to $12BFeb 6, 2023 to Mar 30, 2023
- Non-discretionary RAUM · $0 to $7.0MFeb 6, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $14B to $12BFeb 6, 2023 to Mar 30, 2023
- RAUM · $14B to $12BFeb 6, 2023 to Mar 30, 2023
- Discretionary RAUM · $12B to $14BMar 30, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $12B to $14BMar 30, 2021 to Mar 29, 2022
- RAUM · $12B to $14BMar 30, 2021 to Mar 29, 2022
- Accounts · 50 to 52Mar 30, 2020 to Mar 30, 2021
- Pooled vehicle clients · 50 to 52Mar 30, 2020 to Mar 30, 2021
- Private funds · 57 to 53Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $11B to $12BMar 30, 2020 to Mar 30, 2021
- HNW RAUM · unset to 0.0Mar 30, 2020 to Mar 30, 2021
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- Brandywine Managers, LLC · Independent Sponsorsshared crd · capital_provider
- Brandywine Managers, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- brandywinetrust.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 302-234-5750reportedpublic record, Form ADV, Jul 14, 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
Across the graphs
Brandywine Managers, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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