Brave Warrior Advisors, LLC is a large advisory firm based in New York. It manages $2.6 billion of regulatory assets for 301 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Connecticut, New York, and Texas.
Brave Warrior Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brave Warrior Advisors, LLC is $2.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and $358.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Brave Warrior Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Brave Warrior Advisors is high net worth individuals with 82 clients and $1.69 billion of assets under management. Among the 10 most similar advisory firms, Brave Warrior Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.59 billion for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Brave Warrior Advisors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Brave Warrior Advisors, LLC performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-421-9760 or by fax 212-421-9826. The normal business hours are 8am - 5pm on Monday - Friday.