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BRAVE WARRIOR ADVISORS, LLC

NEW YORK, NY · CRD 108894 · IAPD ↗ · 212-421-9760

$5.64BRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
4Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — BRAVE WARRIOR ADVISORS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — BRAVE WARRIOR ADVISORS, LLC reported RAUM up 33% ($3.93B -> $5.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.