{"url":"https://nivawealth.com/firms/brandywine-managers-137388","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137388","regulatoryAum":13965628000,"crd":"137388","secFileNumber":"801-66569","legalName":"Brandywine Managers, LLC","displayName":"Brandywine Managers","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7234 Lancaster Pike, Suite 300","city":"Hockessin","state":"DE","stateName":"Delaware","country":"United States","postalCode":"19707"},"tradeNames":[],"registration":{"secApproved":"15 May 2006","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13940464000,"discretionaryAccounts":41,"nonDiscretionary":25164000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Banking or thrift institutions","clients":1,"regulatoryAum":0},{"label":"Pooled investment vehicles","clients":42,"regulatoryAum":13965628000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Brandywine Managers has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Becker","title":"Vice President & Chief Financial Officer","crd":"5085743"},{"name":"W Campbell","title":"Vice-President & Assistant Secretary","crd":"5085751"},{"name":"John Ciccarone","title":"Vice-President & Assistant Secretary","crd":"5059580"},{"name":"Kristina Sherman","title":"Vice President & Chief Compliance Officer","crd":"5085747"},{"name":"Richard Carlson","title":"Managing Director","crd":"5059585"}],"ownership":[{"label":"Brandywine Trust Group LLC","detail":"Member in the 75% or more ownership band and a control person, since December 2005."},{"label":"Richard Carlson","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC and a control person, since December 2005.","parent":"Brandywine Trust Group LLC"},{"label":"Archbold Van Beuren","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC and a control person, since January 2025.","parent":"Brandywine Trust Group LLC"},{"label":"Jennifer Heller","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2025.","parent":"Brandywine Trust Group LLC"},{"label":"Scott Newman","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2025.","parent":"Brandywine Trust Group LLC"},{"label":"Jeffrey Becker","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2025.","parent":"Brandywine Trust Group LLC"},{"label":"Kristina Sherman","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2025.","parent":"Brandywine Trust Group LLC"},{"label":"John Ciccarone","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2025.","parent":"Brandywine Trust Group LLC"},{"label":"David Patterson","detail":"Indirect owner: elected manager of Brandywine Trust Group LLC, since December 2024.","parent":"Brandywine Trust Group LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Delaware","offices":1,"addresses":[{"street":"7234 Lancaster Pike, Suite 300","city":"Hockessin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"302-234-5750","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":42},"sources":{"adv1FilingDate":"14 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/137388/PDF/137388.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brandywine Managers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brandywine Managers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Brandywine Managers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brandywine Managers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brandywine Managers get paid?","answer":"Brandywine Managers is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}