Brown Brothers Harriman Mutual Fund Advisory Department
NEW YORK, NY
Form ADV and provider website profile · CRD 111231 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Brown Brothers Harriman Mutual Fund Advisory Department. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$7.2BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
7Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$7.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/1995
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/1996
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/1988
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/1999
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/1990
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/1994
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2000
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/1998
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2001
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2000
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2005
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2007
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2008
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2009
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2009
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 06/2014
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 06/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2023
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Radford Werner Klotz | Partner | 01/1995 | Individual | Yes | Less than 5% |
| Jeffrey Alan Schoenfeld | Partner | 01/1996 | Individual | Yes | 5% but less than 10% |
| Richard Howell Witmer | Partner | 01/1988 | Individual | Yes | Less than 5% |
| Taylor Stockwell Bodman | Partner | 01/1999 | Individual | Yes | 5% but less than 10% |
| Douglas Aidan Donahue | Partner | 01/1990 | Individual | Yes | Less than 5% |
| Hampton Simpson Lynch | Partner | 01/1994 | Individual | Yes | Less than 5% |
| William Carter Sullivan | Partner | 01/2000 | Individual | Yes | Less than 5% |
| Andrew James Francis Tucker | Partner | 01/1998 | Individual | Yes | Less than 5% |
| William Brophy Tyree | Partner | 01/2001 | Individual | Yes | 5% but less than 10% |
| William Joseph Whelan | Partner | 01/2000 | Individual | Yes | Less than 5% |
| Charles Owen Izard | Partner | 01/2004 | Individual | Yes | Less than 5% |
| Yukinori Nmn Nagahisa | Partner | 01/2004 | Individual | Yes | Less than 5% |
| Thomas Eric Berk | Partner | 01/2005 | Individual | Yes | 5% but less than 10% |
| Kathryn Carolyn George | Partner | 01/2007 | Individual | Yes | Less than 5% |
| Maroa Del Carmen Velez | Partner | 01/2008 | Individual | Yes | Less than 5% |
| Geoffrey Mackenzie Cook | Partner | 01/2009 | Individual | Yes | 5% but less than 10% |
| Kevin W Stone | Partner | 01/2009 | Individual | Yes | 5% but less than 10% |
| Sean Nmn Pairceir | Partner | 01/2010 | Individual | Yes | 5% but less than 10% |
| Jeffrey Bryan Meskin | Partner | 01/2011 | Individual | Yes | 5% but less than 10% |
| Christopher Charles Remondi | Partner | 01/2012 | Individual | Yes | 5% but less than 10% |
| Gregory Scott Steier | Tax-Exempt Fixed Income Manager | 06/2014 | Individual | No | Less than 5% |
| Jean Marc Crepin | Partner | 01/2015 | Individual | Yes | Less than 5% |
| Paul Francis Gallagher | Chief Compliance Officer | 10/2015 | Individual | No | Less than 5% |
| Daniel Joseph Greifenkamp | President | 01/2016 | Individual | No | Less than 5% |
| Vincent G D'Angelo | Chief Risk Officer | 06/2017 | Individual | No | Less than 5% |
| Gavin Scott Clemons | Partner | 01/2019 | Individual | Yes | Less than 5% |
| Suzanne Elizabeth Brenner | Partner | 01/2019 | Individual | Yes | Less than 5% |
| Lorrie Lynn Gordon | Partner | 01/2019 | Individual | Yes | Less than 5% |
| Michael James Mcdonald | Partner | 01/2019 | Individual | Yes | Less than 5% |
| Valentino Dino Carlotti | Partner | 01/2021 | Individual | Yes | Less than 5% |
| Noriyasu Nmn Sonobe | Partner | 01/2021 | Individual | Yes | Less than 5% |
| Houda Leena Kallash | Chief Legal Officer | 03/2021 | Individual | No | Less than 5% |
| Timothy Fenn Harris | Equity Manager | 07/2021 | Individual | No | Less than 5% |
| Thomas James Davis | Partner | 01/2023 | Individual | Yes | Less than 5% |
| Christopher Neil Averill Gothard | Partner | 01/2023 | Individual | Yes | Less than 5% |
| Justin V. Reed | Partner | 01/2023 | Individual | Yes | Less than 5% |
| Scott R. Hill | Equity Manager | 01/2024 | Individual | No | Less than 5% |
| Christian Michael Brunet | Partner | 01/2024 | Individual | Yes | Less than 5% |
| Hilary Martell Capay | Partner | 01/2024 | Individual | Yes | Less than 5% |
| Orla E Foley | Partner | 01/2024 | Individual | Yes | Less than 5% |
| Neil M Hohmann | Partner | 01/2024 | Individual | Yes | Less than 5% |
| William Hampton Hyder | Partner | 01/2024 | Individual | Yes | Less than 5% |
| Bradley M Langer | Partner | 01/2024 | Individual | Yes | Less than 5% |
| Bbh Principals Lp | Partner | 05/2023 | Domestic entity | Yes | Less than 5% |
| Lewis Justice Hart | Partner | 01/2025 | Individual | Yes | Less than 5% |
| Christopher John Mccabe | Partner | 01/2025 | Individual | Yes | Less than 5% |
| Matthew Edward Hyman | Tax-Exempt Fixed Income Manager | 01/2025 | Individual | No | Less than 5% |
| Shawn Ray Mcninch | Partner | 01/2026 | Individual | Yes | Less than 5% |
| Declan P Coyne | Chief Financial Officer And Chief Administration Officer | 12/2025 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVPF
Paul Francis Gallagher
Chief Compliance Officer
DJ
Daniel Joseph Greifenkamp
President
VG
Vincent G D'Angelo
Chief Risk Officer
HL
Houda Leena Kallash
Chief Legal Officer
DP
Declan P Coyne
Chief Financial Officer And Chief Administration Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives49
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateMay 30, 2001
CRD number111231