Brown Advisory key facts
- Brown Advisory is a fund of funds based in Baltimore, Maryland with 5 tracked portfolio companies.
- Notable positions include EquipmentShare, Imperative Care, Delfi Diagnostics.
- Brown Advisory has 1 fund on record.
- The team roster lists 70 people.
- Brown Advisory reports $40.8B in regulatory assets under management across 3 private funds, per its SEC Form ADV (2026-03).
About Brown Advisory
Brown Advisory is a fund of funds based in Baltimore, Maryland. Established in 1993, the firm provides investment management, financial advisory, wealth management, private-wealth advising, and private equity solutions. The assets are managed by the executive management team.
Investment focus
Its SEC Form ADV lists $40.8 billion in regulatory assets under management across 3 private funds (Mar 2026).
Brown Advisory portfolio at a glance
5 portfolio companies are on record for Brown Advisory, including EquipmentShare, Imperative Care and Delfi Diagnostics. The book leans Other Commercial Services (1) and Surgical Devices (1).
4 of the 5 carry a recorded valuation.
Brown Advisory funds
1 fund is on record for Brown Advisory. The most recent is Brown Advisory Private Equity Partners XIII (2025 vintage).
Brown Advisory team
70 people are on record at Brown Advisory: 42 partners, 3 principals, 3 analysts, 2 advisors and 20 others. Senior names include Theodore Hanks (Managing Director), Alice Paik (Executive) and Amy Hauter (Director). 70 of them have a verified direct contact on file.
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Brown Advisory at the SEC
Form ADV · 2026-03 · CRD 110181- Regulatory AUM
- $40.8B
- Private fund assets
- $1.2B
- Private funds
- 3 · 3 other
- Staff
- 782
- Registered office
- BALTIMORE, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BROWN ADVISORY LLC).
- ·The top 10 names in the book — of 5 recorded positions
- ·Watchlist + alerts for Brown Advisory's activity
Portfolio
5 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| EquipmentShare | Other Commercial Services | ▮ | ▮ | ▮ |
| Imperative Care | Surgical Devices | ▮ | ▮ | ▮ |
| Delfi Diagnostics | — | ▮ | ▮ | ▮ |
+ 2 more companies · all 5, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Funds
1 recorded- Brown Advisory Private Equity Partners XIII2025$67
$67 raised across the 1 fund that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Brown Advisory
- What companies does Brown Advisory invest in?
- Brown Advisory has 5 recorded portfolio companies, including EquipmentShare, Imperative Care, Delfi Diagnostics.
- What is Brown Advisory's AUM?
- Brown Advisory manages approximately $162K in assets.