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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Baltimore, MD

Brown Advisory

$119.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($4.18B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Fund of Funds, Private Credit, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$4.18B
Total AUM: $119.2B
Median Disclosed Amount
$100.8M
Range: $15.0M – $570.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Brown Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Accel KKR Growth Capital Partners, L.P.Adviser 7.B Vehicle Growth Equity 2025
$495.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Onex Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$471.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Two Sigma Absolute Return Enhanced Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$471.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Monroe Capital Private Credit Fund VAdviser 7.B Vehicle Private Credit 2024
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Brown Advisory

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Brown Advisory (OCIO / Wealth RIA, $119.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 12.2% Actual; $953.7M Unallocated Target Bandwidth). SEC Form ADV (801-38826, CRD #110181) verified $119.21B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Brown Advisory

664 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Brown Advisory (20 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Shenkman Capital Management, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hark Capital III (2023 Vintage)
Brown Advisory: $149.5M · SEC Form ADV 7.B
Shenkman Capital Management, Inc.: $69.5M · SEC Form ADV 7.B

Additional shared vehicles: Menlo Ventures XVI (2023 Vintage) · HarbourView Royalties Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourView Royalties Fund I (2022 Vintage)
Brown Advisory: $132.8M · SEC Form ADV 7.B
Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account: $78.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hark Capital III (2023 Vintage) · Harpoon Ventures Fund III, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Eagle River Humboldt Sutherland Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners XII (2021 Vintage)
Brown Advisory: $38.8M · SEC Form ADV 7.B
Eagle River Humboldt Sutherland Mutual & Casualty Insurance General Account: $82.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hark Capital III (2023 Vintage) · HarbourView Royalties Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+661 Additional Institutional LPs Report Shared Vehicles with Brown Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Brown Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Brown Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (664 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Brown Advisory

Buyout LPs →Venture Capital LPs →Fund of Funds LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Brown Advisory

What type of institutional allocator is Brown Advisory and what is their typical disclosed ticket size?

Brown Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Baltimore, MD). Across 21 historical disclosure records tracked on Prilago ($4.18B total parsed USD across disclosed rows), the median disclosed amount is $100.8M (range: $15.0M to $570.3M).

Which private-market strategies appear in Brown Advisory's public disclosures?

Brown Advisory has disclosed records across Buyout, Venture Capital, Fund of Funds, Private Credit, Growth Equity. Open preview records include Accel KKR Growth Capital Partners, L.P. (2025 Vintage), Onex Partners VI, L.P. (2025 Vintage), Two Sigma Absolute Return Enhanced Fund LP (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are Brown Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Brown Advisory cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Brown Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/brown-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Brown Advisory?

In Prilago's bilateral commitment graph, Brown Advisory shares resolved underlying fund vehicles with 664 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Shenkman Capital Management, Inc. (9 shared vehicles, e.g. Hark Capital III (2023 Vintage)), Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. HarbourView Royalties Fund I (2022 Vintage)), Eagle River Humboldt Sutherland Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. HarbourVest Partners XII (2021 Vintage)).

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