{"url":"https://nivawealth.com/firms/brevan-howard-us-investment-management-164537","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164537","regulatoryAum":34393420451,"crd":"164537","secFileNumber":"801-76800","legalName":"Brevan Howard US Investment Management LP","displayName":"Brevan Howard US Investment Management","website":"http://www.brevanhoward.com","linkedinUrl":"https://www.linkedin.com/company/brevan-howard","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1345 Avenue of the Americas, 20th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10105"},"tradeNames":[],"registration":{"secApproved":"14 June 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":228,"advisory":114,"brokerDealerReps":3,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":34393420451,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":90,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":34083274848},{"label":"State or municipal government entities","clients":1,"regulatoryAum":310145603}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Brevan Howard US Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Leonard","title":"Chief Compliance Officer","crd":"4846019"},{"name":"Jamie Azhar","title":"Co-Head of Risk","crd":"5166320"},{"name":"Michael Lublinsky","title":"US Head of Macro","crd":"2655249"},{"name":"Kelly Matika","title":"Chief Human Resources Officer","crd":"7713536"},{"name":"Andrew Nelson","title":"Head of Legal","crd":"7526561"},{"name":"Amarendra Kumar Singh","title":"Co-Head of Risk","crd":"7200743"},{"name":"Gregoire Vidal","title":"Head of Systematic","crd":"7661126"}],"ownership":[{"label":"Bhus Holdings LLC","detail":"Lp of brevan howard us investment management lp in the 75% or more ownership band and a control person, since August 2012."},{"label":"Alan Howard","detail":"Indirect owner: a limited partner of alta l.p. of Alta L.P. in the 75% or more band and a control person, since October 2008.","parent":"Alta L.P."},{"label":"Brevan Howard Investment Holdings LTD","detail":"Indirect owner: a owner of 100% of share capital of brevan howard asset management services ltd of Brevan Howard Asset Management Services LTD in the 75% or more band and a control person, since May 2018.","parent":"Brevan Howard Asset Management Services LTD"},{"label":"Brevan Howard Capital Management LP","detail":"Indirect owner: a owner of 100% of share capital of brevan howard investment holdings ltd of Brevan Howard Investment Holdings LTD in the 75% or more band and a control person, since September 2012.","parent":"Brevan Howard Investment Holdings LTD"},{"label":"Alta L.P.","detail":"Indirect owner: a limited partner of brevan howard partners lp of Brevan Howard Partners LP in the 75% or more band and a control person, since September 2025.","parent":"Brevan Howard Partners LP"},{"label":"Brevan Howard Capital Management LTD","detail":"Indirect owner: general partner of brevan howard capital management lp of Brevan Howard Capital Management LP and a control person, since June 2010.","parent":"Brevan Howard Capital Management LP"},{"label":"Alta GP LTD","detail":"Indirect owner: general partner of alta l.p. of Alta L.P. and a control person, since June 2010.","parent":"Alta L.P."},{"label":"Brevan Howard Asset Management Services LTD","detail":"Indirect owner: a owner of 100% share capital of bhus holdings llc of Bhus Holdings LLC in the 75% or more band and a control person, since May 2018.","parent":"Bhus Holdings LLC"},{"label":"Brevan Howard Partners LP","detail":"Indirect owner: a limited partner of brevan howard capital management lp of Brevan Howard Capital Management LP in the 75% or more band and a control person, since September 2025.","parent":"Brevan Howard Capital Management LP"},{"label":"Brevan Howard Partners GP Limited","detail":"Indirect owner: general partner of brevan howard partners lp of Brevan Howard Partners LP and a control person, since September 2025.","parent":"Brevan Howard Partners LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":14,"privateResidences":12},"listedOfficeAddresses":3,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"167 North Green Street","city":"Chicago"}]},{"state":"New York","offices":1,"addresses":[{"street":"1345 Avenue of the Americas, 20th Floor","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"1221 South Congress Avenue","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-602-7800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"U.S. government/agency bonds","percent":55},{"label":"Derivatives","percent":17},{"label":"Cash and cash equivalents","percent":29}],"privateFunds":0},"sources":{"adv1FilingDate":"26 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164537/PDF/164537.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brevan Howard US Investment Management have?","answer":"Brevan Howard US Investment Management has 10 clients and manages $34.4 billion for them, as of May 2026. They include 9 pooled investment vehicles and 1 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brevan Howard US Investment Management offer?","answer":"Brevan Howard US Investment Management provides portfolio management for pooled vehicles and portfolio management for institutions.","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 Brevan Howard US Investment Management have?","answer":"Brevan Howard US Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 228 employees, and 114 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are 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":"What does Brevan Howard US Investment Management invest in?","answer":"At the end of its last fiscal year, Brevan Howard US Investment Management’s separately managed accounts held 55% U.S. government and agency bonds, 29% cash and equivalents and 17% derivatives. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brevan Howard US Investment Management?","answer":"Brevan Howard US Investment Management is owned through a chain of holding companies by Alan Howard. Its direct owner is Bhus Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brevan Howard US Investment Management get paid?","answer":"Brevan Howard US Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}