# BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 110783
- Type: SEC-registered investment adviser
- SEC file number: 801-27797
- Location: 1735 MARKET STREET, SUITE 1800, PHILADELPHIA, PA, 19103
- Phone: 215-609-3500
- Latest filing: 2026-07-01
- Regulatory AUM: $65.4B
- Discretionary AUM: $60.7B
- Non-discretionary AUM: $4.8B
- Clients: 157
- Accounts: 977

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (67)

_Showing 25 of 67 people._

| Name | Role | Location |
| --- | --- | --- |
| Richard Lawrence | SENIOR MANAGING DIRECTOR | San Diego, CA |
| Terrence James Murphy | ELECTED MANAGER | — |
| Matthew Nicholls | ELECTED MANAGER | — |
| Seok Selene Oh | DIRECTOR | — |
| Jed Andrew Plafker | ELECTED MANAGER | — |
| Christian Kanan Correa | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Adam Benjamin Spector | ELECTED MANAGER | — |
| Henry Fred Otto | SENIOR MANAGING DIRECTOR | — |
| David Fenno Hoffman | SENIOR MANAGING DIRECTOR | — |
| Steven Mathew Tonkovich | SENIOR MANAGING DIRECTOR | — |
| Patrick Stanley Kaser | SENIOR MANAGING DIRECTOR | — |
| Susan Boreski Wilchusky | SENIOR MANAGING DIRECTOR | — |
| Theodore W Fetter | SENIOR MANAGING DIRECTOR | — |
| Anujeet Singh Sareen | SENIOR MANAGING DIRECTOR | — |
| Leigh Doran Lament | CHIEF COMPLIANCE OFFICER | — |
| Sonal Desai | EXECUTIVE VICE PRESIDENT AND DIRECTOR | — |
| Jonathan Tourtellotte Curtis | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| MURPHY TERRENCE JAMES | ELECTED MANAGER | — |
| SCHEVE TIMOTHY CHARLES | MANAGER; NON-EMPLOYEE MANAGER | — |
| FETTING MARK RAYMOND | NON-EMPLOYEE MANAGER | — |
| BAIN PETER LANNING | NON-EMPLOYEE MANAGER | — |
| SMITH MICHAEL SCOTT | EXECUTIVE COMMITTEE MEMBER & EXECUTIVE VICE PRESIDENT; EXECUTIVE COMMITTEE MEMBER, EXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGER; EXECUTIVE VICE PRESIDENT & DIRECTOR (+3 more) | — |
| CHOWDHURY DEEPAK | NON-EMPLOYEE DIRECTOR | — |
| TRACY FRANCIS XAVIER | NON-EMPLOYEE DIRECTOR | — |
| MERCHANT THOMAS CLIFTON | ASSISTANT SECRETARY | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-08-27 | regulatory | ON AUGUST 27, 2018, THE SEC ISSUED AN ORDER THAT FOUND THAT LEGG MASON HAD VIOLATED SECTION 13(B)(2)(B) OF THE SECURITIES EXCHANGE ACT OF 1934 BY FAILING TO DEVISE AND MAINTAIN A SYSTEM OF APPROPRIATE INTERNAL ACCOUNTING CONTROLS WITH RESPECT TO THE USE OF INTRODUCING BROKERS AND OTHER INTERMEDIARIE… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110783/similar
- Related entities: https://search.stillhousedata.com/firm/110783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110783

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.