SourcingSourcing

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

C38
CRD 110783·SEC 801-27797·PHILADELPHIA, PA
AUM
$65.44B
$1B+
Est. Revenue
$654.4M
@ 1% on AUM
Est. EBITDA
$196.3M
@ 30% margin
Est. Deal Value
$1.57B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CRD
110783
SEC file #
801-27797
EIN
510294965
DBA names
—

Economics

AUM
$65.44B
AUM band
$1B+
AUM trajectory
'20'26
$73.82B → $65.44B▼ -11%
Client mix
Individuals Other752
Pooled Investment Vehicles69
State Or Municipal Govt42
Pension Profit Sharing Plans26
Investment Companies25

Operations

Employees (total)
157
Advisory staff (per ADV)
56
Advisory staff (5-yr trend)
'20'26
45 advisors → 56 advisors▲ +24%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
facebook.com/brandywineglobal(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEGG MASON, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
LEGG MASON, INC.
CORREA, CHRISTIAN, KANAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
443,979
Form 5500 Compensation Trajectory 3y
2025443,979
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
443,979
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000829108
Edgar Registered
Yes
Edgar Filing Count
199
Edgar First Filing Date
1996-03-07
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-02-11
Accession0000829108-26-000001
Edgar Former Names
BRANDYWINE ASSET MANAGEMENT LLC
BRANDYWINE ASSET MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon32
State Street4
E*trade4
Northern Trust2
Fidelity1
Edgar Addresses
Mailing
1735 MARKET STREETSUITE 1800PHILADELPHIA, PA 19103
Business
1735 MARKET STREETSUITE 1800PHILADELPHIA, PA 19103
Edgar EIN
510294965
Edgar Recent Filings
13F-NT2026-05-13 · 0000038777-26-000146
13F-HR2026-02-11 · 0000829108-26-000001
Fee Schedule
Bracket I29
Bracket Iii27
Bracket V20
Bracket Xii10
Bracket Vi5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (14)

14
CORREA, CHRISTIAN, KANAN
Executive Officer · 2.5%
4464707
DESAI, SONAL
Executive Officer · 2.5%
7070945
FETTER, THEODORE, W
Executive Officer · 2.5%
4255983
KASER, PATRICK, STANLEY
Executive Officer · 2.5%
2702768
LAMENT, LEIGH, DORAN
Executive Officer · 2.5%
4917366
LAWRENCE, RICHARD
Executive Officer · 2.5%
4074544
MURPHY, TERRENCE, JAMES
Executive Officer · 2.5%
5007121
NICHOLLS, MATTHEW
Executive Officer · 2.5%
4707836
OH, SEOK, SELENE
Executive Officer · 2.5%
3258291
OTTO, HENRY, FRED
Executive Officer · 2.5%
1836338
SAREEN, ANUJEET, SINGH
Executive Officer · 2.5%
7820526
SPECTOR, ADAM, BENJAMIN
Executive Officer · 2.5%
2270713
TONKOVICH, STEVEN, MATHEW
Executive Officer · 2.5%
2040256
WILCHUSKY, SUSAN, BORESKI
Executive Officer · 2.5%
2821165