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BRANDYWINE ASSET MANAGEMENT

THORNTON, PA · CRD 307564 · IAPD ↗ · 610-361-1000

$156.0MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — BRANDYWINE ASSET MANAGEMENT now reports custody of client assets ($11.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2026 — BRANDYWINE ASSET MANAGEMENT reported RAUM down 33% ($225.0M -> $150.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
67
April 2025 — BRANDYWINE ASSET MANAGEMENT reported RAUM up 61% ($140.0M -> $225.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2024 — BRANDYWINE ASSET MANAGEMENT now reports 1 private fund(s) ($80.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
April 2024 — BRANDYWINE ASSET MANAGEMENT reported RAUM up 42% ($115.0M -> $163.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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