Brown Advisory Investment Solutions Group LLC

Private equity with venture activitySEC-registered adviserClassification probable· Baltimore, MarylandBROWNADVISORY.COM

Private equity with venture activity, based in Baltimore, Maryland, reporting $95.2M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$95.2M
sum of its funds' Form ADV filings, last 30 months
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (6)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

5 additional team members, 47 additional investments, funds and LPs, 33 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 8 vehicles
    on Form D, 18 months

    $39.3M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people
  • Shannon Marie Pierce
    Chief Financial Officer Ceo
    Why: Runs the firm (chief executive or president)
    No route on file yet
  • Brett David Rogers
    General Counsel
    Why: General Counsel at the firm
    No route on file yet
  • Julie Proudfit Coleman
    Deputy General Counsel & Chief Compliance Officer, Baisg
    Why: Deputy General Counsel & Chief Compliance Officer, Baisg at the firm
    No route on file yet

Relationship network

56 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Brown Advisory Investment Solutions Group LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Brown Advisory Investment Solutions Group LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
asia, europe, global, united states
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

6 current, 5 departed

Decision makers

who to call first, and why; then everyone else by function

No one at this firm holds a partner, managing director or investment-lead title on record yet; the people named here are listed below by function.

Who else at this firm · 3 people, grouped by function
Finance, operations and compliance (3)
  • Shannon Marie Pierce · Chief Financial Officer Ceo
    Why this person: Runs the firm (chief executive or president)
  • Brett David Rogers · General Counsel
    Why this person: General Counsel at the firm
  • Julie Proudfit Coleman · Deputy General Counsel & Chief Compliance Officer, Baisg
    Why this person: Deputy General Counsel & Chief Compliance Officer, Baisg at the firm

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

6 current, 5 departed
5 departed (kept with end dates)

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

50 vehicles, 0 LPs disclosed

Funds and vehicles

50 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
BANG AMI Labs, LLCFund2026 form d first saleFundraisingunknownunknown$1.5MFeb 19, 2026
Brown Nextgen Density Ai LLCFund2025 form d first saleFundraising$615,000
Apr 21, 2026
6$1.2MMay 5, 2026
NextGen TLDC LLCFund2025 form d first saleFundraisingunknownunknown$300,000Sep 22, 2025

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 5 other DFX graphs

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 5 other DFX graphs Show
Across DFX
  • Sponsor-market profile (matched by same CRD)
  • The same institution is held on Private Equity, RIA and Wealth, Allocators, Independent Sponsors, Private Credit, matched by identifier. See which records
Across the graphs

Brown Advisory Investment Solutions Group LLC is the same institution as 5 records in Private Equity, RIA and Wealth, Allocators, Independent Sponsors and Private Credit.

Private Equity1RIA and Wealth1Allocators1Independent Sponsors1Private Credit1

DFX found 5 relationships across 5 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

38 dated events, 114 observations from 4 sources

Timeline

38 dated events
  1. Apr 21, 2026
    Brown Nextgen Density Ai LLC first reported on Form ADV by Brown Advisory Investment Solutions Group LLC (Venture Capital Fund), GAV $615,000
    Fund first reported on Form ADVFundsInferenceBrown Nextgen Density Ai LLCForm ADV
  2. May 17, 2024
    David Michael Churchill (Chief Financial Officer) no longer on Schedule A of Brown Advisory Investment Solutions Group LLC
    Person leftPeopleInferenceDavid Michael ChurchillForm ADV
  3. May 1, 2024
    Shannon Marie Pierce joined Schedule A of Brown Advisory Investment Solutions Group LLC as Chief Financial Officer
    Person joinedPeopleFactShannon Marie PierceForm ADV
  4. Jun 1, 2023
    William Obrien White joined Schedule A of Brown Advisory Investment Solutions Group LLC as Chief Operating Officer
    Person joinedPeopleFactWilliam Obrien WhiteForm ADV
  5. Mar 30, 2023
    Nextgen Trace LLC first reported on Form ADV by Brown Advisory Investment Solutions Group LLC (Venture Capital Fund), GAV $482,970
    Fund first reported on Form ADVFundsFactNextgen Trace LLCForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Apr 21, 2026 · 395 private fundsShow
Headquarters
Baltimore, MDadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
BROWNADVISORY.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Apr 21, 2026
Private funds reported
395 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$7.4Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$9.8Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
24
Owners on Schedule A
Brown Advisory Group Holdings LLC (Holding Company), owns 25% to 50%; Brown Advisory Incorporated (Unit Holder And Managing Member); Brown Advisory Management, LLC (Holding Company And Managing Member), owns 75% or more

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 1% of 395 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 395 private funds
  3. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 346 private funds

Evidence

115 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedApr 21, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 21, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 21, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMay 17, 2024FactForm ADV
First Form ADV filing2012-03-29Apr 21, 2026FactForm ADV
First Form ADV filing2012-03-29May 17, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-21Apr 21, 2026FactForm ADV
Latest Form ADV filing2026-04-21Apr 21, 2026FactForm ADV
Latest Form ADV filing2024-05-17May 17, 2024FactForm ADV
SEC statusApprovedApr 21, 2026FactForm ADV
SEC status effective2003-01-23Apr 21, 2026FactForm ADV
Venture share of reported funds0Apr 21, 2026FactForm ADV
Venture share of reported funds0May 17, 2024FactForm ADV
Business phoneApr 21, 2026FactForm ADV
Business phoneMay 17, 2024FactForm ADV
Contact page urlSep 30, 2026Fact
Contact page urlSep 29, 2026Fact
Contact page urlSep 28, 2026Fact
Contact page urlSep 27, 2026Fact
Contact page urlSep 26, 2026Fact
Contact page urlSep 25, 2026Fact
Contact page urlSep 24, 2026Fact
Contact page urlSep 23, 2026Fact
Contact page urlSep 16, 2026Fact
Employees24Apr 21, 2026FactForm ADV
Employees26May 17, 2024FactForm ADV
HeadquartersBaltimore, MDApr 21, 2026FactForm ADV
HeadquartersBaltimore, MDMay 17, 2024FactForm ADV
Office addressApr 21, 2026FactForm ADV
Office addressMay 17, 2024FactForm ADV
Legal formLimited Liability CompanyApr 21, 2026FactForm ADV
Other funds reported65Apr 21, 2026FactForm ADV
PE funds reported303Apr 21, 2026FactForm ADV
Private funds reported395Apr 21, 2026FactForm ADV
Private funds reported395Apr 21, 2026FactForm ADV
Private funds reported346May 17, 2024FactForm ADV
Private fund gross assets (reported)$7.4BApr 21, 2026FactForm ADV
Private fund gross assets (reported)$7.4BApr 21, 2026FactForm ADV
Private fund gross assets (reported)$6.2BMay 17, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$9.8BApr 21, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$7.3BMay 17, 2024FactForm ADV
Schedule a diffsadiff-1Apr 21, 2026FactForm ADV
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 30, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 29, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 28, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 27, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 26, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 25, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 24, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 23, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyAsia, europe, global, united states
“geography words on the home page”
Sep 15, 2026Fact
Venture funds reported3Apr 21, 2026FactForm ADV
Venture funds reported3Apr 21, 2026FactForm ADV
Venture funds reported2May 17, 2024FactForm ADV
WebsiteSep 12, 2026FactForm ADV
WebsiteMay 17, 2024FactForm ADV
Site titleSep 30, 2026Fact
Site titleSep 29, 2026Fact
Site titleSep 28, 2026Fact
Site titleSep 27, 2026Fact
Site titleSep 26, 2026Fact
Site titleSep 25, 2026Fact
Site titleSep 24, 2026Fact
Site titleSep 23, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 15, 2026Fact
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
19
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 1% of 395 private funds

The inputs behind each score
importance
gav: 0.12 · funds: 1 · people: 0 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 38 funds, $24M of $95M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 60 · reported gav: $95.2M · first adv filing: 2012-03-29 · years since first filing: 14.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2012-03-29source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo, investment team.