Brandywine Managers, LLC

Overview

Brandywine Managers, LLC is an SEC registered investment adviser based in Hockessin, DE, registered since 2006. It reports $14B in assets under management across 42 accounts, with 5 employees.

Reported AUM

$14B

Discretionary

100%

Accounts

42

Average account

$333M

Employees

5

Registered since

2006

Jurisdictions

1

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Richard Erik Carlson Managing Director CRD 5059585
• Jeffrey S Becker Vice President, Chief Financial Officer CRD 5085743
• Kristina D Sherman Vice President, Chief Compliance Officer CRD 5085747

2 more executive officers, with direct contact details

Location

Headquarters

7234 Lancaster Pike Ste 300
Hockessin, DE 19707

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: brandywinetrust.com

Every state, with registration dates

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