Clients
Brandywine Managers serves 43 clients, 42 of them pooled investment vehicles. The average client has about $325 million with the firm.
- Pooled investment vehicles42 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | 0.0% | $0 |
| Pooled investment vehicles | 42 | $13,965,628,000 | 100.0% | $332.5M |
| Total | 43 | $13,965,628,000 | 100% | $324.8M |
- Clients
- 1
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 42
- Regulatory AUM
- $13,965,628,000
- Share
- 100.0%
- Avg. per client
- $332.5M
Total
- Clients
- 43
- Regulatory AUM
- $13,965,628,000
- Share
- 100%
- Avg. per client
- $324.8M
What it does
Brandywine Managers provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
Brandywine Managers provided financial planning to 0 clients last fiscal year and advises 42 private funds.
99.8% of assets ($13.94B across 41 accounts) are managed with discretion; $25.2M across 1 account is not. 0% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
Custodians
Brandywine Managers has custody of client assets.
- All other custodians$13.97B100%
Ownership and leadership
Brandywine Trust Group LLC owns 75% or more of Brandywine Managers.
- Owns 75% or more of Brandywine Managers, LLC
Brandywine Trust Group LLC
Control person · since December 2005
Richard Carlson
Elected manager · Control person · since December 2005
Archbold Van Beuren
Elected manager · Control person · since January 2025
Jennifer Heller
Elected manager · since December 2025
Scott Newman
Elected manager · since December 2025
Jeffrey Becker
Elected manager · since December 2025
Kristina Sherman
Elected manager · since December 2025
John Ciccarone
Elected manager · since December 2025
David Patterson
Elected manager · since December 2024
Leadership
- Jeffrey BeckerVice President & Chief Financial Officer
- W CampbellVice-President & Assistant Secretary
- John CiccaroneVice-President & Assistant Secretary
- Kristina ShermanVice President & Chief Compliance Officer
- Richard CarlsonManaging Director
Staff
- 5 employees
- 3 in advisory functions
Reported holdings
Brandywine Managers’ reported 13F holdings total $202.2M across 46 positions, and the ten largest make up 85.8% of it.
- $202.2M
- Reported 13F value
- 46
- Positions
- 85.8%
- In the 10 largest
- +19.0%
- Value vs. prior quarter
- The Campbells Company36.7%
- iShares TR · MSCI Acwi ETF22.8%
- Crowdstrike Hldgs Inc. · CL A12.2%
- Uipath Inc. · CL A5.4%
- Natera Inc.2.0%
- Nvidia Corporation1.5%
- Advanced Micro Devices Inc.1.5%
- Datadog Inc. · CL A1.3%
- Cloudflare Inc. · CL A1.3%
- Twist Bioscience Corp.1.1%
Together, the ten largest are 85.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $202.2M is not its $13.97B in regulatory assets and does not represent any individual client's portfolio.
Fees
Brandywine Managers is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Brandywine Managers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Brandywine Managers has 0 offices, with 1 listed address in 1 state.
Delaware · 1 listed address
- 7234 Lancaster Pike, Suite 300, HockessinHQ
Registration details
- Legal name
- Brandywine Managers, LLC
- Headquarters
- 7234 Lancaster Pike, Suite 300, Hockessin, DE 19707
- Phone
- 302-234-5750
- Website
- Not reported
- SEC file
- 801-66569
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Brandywine Managers have?
Brandywine Managers has 43 clients and manages $14 billion for them, as of July 2026. They include 42 pooled investment vehicles and 1 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Brandywine Managers offer?
Brandywine Managers provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Brandywine Managers have?
Brandywine Managers has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Brandywine Managers?
Brandywine Managers’ direct owner is Brandywine Trust Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Brandywine Managers get paid?
Brandywine Managers is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file