Diligence memo · auto-generated · as of July 2, 2026
Brown Advisory Group Holdings LLC
Brown Advisory Group Holdings LLC has raised $807M over 2 rounds; too few niche peers to rank its valuation yet.
Businessfiled
Brown Advisory Group Holdings LLC operates in Investment Vehicle, based in BALTIMORE. Homepage | Brown Advisory
Capital & rounds (filed)filed
Brown Advisory Group Holdings LLC has raised $807M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Growth/Late (a round over $400M).
Largest single filing: $912M on 2016-01-04.
Most recent recorded round closed around 2018-11-15.
Valuation (modeled)modeled
Provath models Brown Advisory Group Holdings LLC at approximately $222M (range $97M–$399M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Too few comparable companies in this niche to rank the valuation fairly yet.
Financing rhythm & timingmixed
Historic cadence: a new round about every 3 months.
The last round stepped up 1.2× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 99% of Investment Vehicle peers (1793 compared).
Modeled value ranks above 84% of those peers.
Peoplefiled
24 named people on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.