TWEEDY, BROWNE COMPANY LLC
Latest filing: Jul 23, 2024 (99 days ago)
AUM
$8,867,067,430
0% change vs. 1 year ago
-28% change vs. 3 years ago
-41% change vs. 5 years ago
-57% change vs. 10 years ago
Employee Count
42
2% change vs. 1 year ago
-5% change vs. 3 years ago
-12% change vs. 5 years ago
-9% change vs. 10 years ago
Main Office
STAMFORD, CT
ONE STATION PLACE, STAMFORD, CT, UNITED STATES, 06902
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.9 |
| Non-Discretionary | $0.0 |
| Total | $8.9 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $7.9 |
| Institutional | $0.6 |
| Total | $8.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 36 | $0.0 |
| Average Individual AUM | $649,770 | |
| HNW | 165 | $0.4 |
| Average HNW AUM | $2,257,605 | |
| Retail Total | 201 | $0.4 |
| Average Retail AUM | $1,969,635 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| ROYAL BANK OF CANADA | TORONTO--CAN | $0.4 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.3 |
| BANQUE PICTET & CIE SA | GENEVA--CHE | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 94% | $0.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMG FUNDS LLC | $21.2 | 153456 | |
| AMG DISTRIBUTORS, INC. | $0.0 | broker-dealer | 27314 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| SPEARS, JOHN, DOUGLAS | MEMBER OF MANAGEMENT COMMITTEE |
| SHRAGER, THOMAS, HENRIK | MEMBER OF MANAGEMENT COMMITTEE |
| WYCKOFF, ROBERT, QUENTIN | MEMBER OF MANAGEMENT COMMITTEE |
| FINN, GLENN CHRISTOPHER | CHIEF OPERATIONS OFFICER |
| DOLAN, ELISE, MARIE | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
| HILL, JOHN, JAY | MEMBER OF MANAGEMENT COMMITTEE |
ADVDB.CO • SOURCE: SEC
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| FRANK HAWRYLAK | STAMFORD | CT | CHARTERED FINANCIAL ANALYST | ||||||
| ROBERT WYCKOFF | STAMFORD | CT | S63|2002-03-14 | ||||||
| JOHN HILL | STAMFORD | CT | S63|2013-11-26 | CHARTERED FINANCIAL ANALYST | |||||
| JOHN SPEARS | STAMFORD | CT | S63|1990-09-19 | ||||||
| ROGER DE BREE | STAMFORD | CT | S63|1992-07-23|S65|2014-09-18 | ||||||
| THOMAS SHRAGER | STAMFORD | CT | |||||||
| JASON MINARD | STAMFORD | CT | S63|2010-09-09|S65|1994-09-27 | CERTIFIED FINANCIAL PLANNER | |||||
| PETER ONGHENA | STAMFORD | CT | S65|2001-07-18 | ||||||
| WILLIAM BROWNE | STAMFORD | CT | |||||||
| AARON EWERT | STAMFORD | CT | S65|2022-10-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $8.9 | $0.0 | 0% | 42 | 0 | 0% |
| 2024-04-02 | $8.9 | $0.0 | 0% | 42 | 0 | 0% |
| 2023-04-04 | $8.9 | $0.0 | 0% | 41 | 1 | 2% |
| 2022-04-01 | $12.7 | -$3.8 | -30% | 42 | 0 | 0% |
| 2021-04-05 | $12.3 | -$3.5 | -28% | 44 | -2 | -5% |
| 2020-04-01 | $15.0 | -$6.1 | -41% | 46 | -4 | -9% |
| 2019-04-01 | $15.0 | -$6.2 | -41% | 48 | -6 | -12% |
| 2018-04-02 | $18.7 | -$9.8 | -52% | 47 | -5 | -11% |
| 2017-04-01 | $16.7 | -$7.8 | -47% | 47 | -5 | -11% |
| 2016-04-01 | $18.4 | -$9.6 | -52% | 46 | -4 | -9% |
| 2015-04-01 | $21.2 | -$12.4 | -58% | 47 | -5 | -11% |
| 2014-04-01 | $20.7 | -$11.8 | -57% | 46 | -4 | -9% |
| 2013-04-01 | $15.7 | -$6.8 | -44% | 48 | -6 | -12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, AK-06/07/2002, AL-06/27/2002, AR-06/10/2002, AZ-06/06/2002, CA-07/08/1997, CO-03/29/2018, CT-01/08/1998, DC-06/07/2002, DE-05/14/2003, FL-11/22/1988, GA-06/06/2002, HI-06/06/2002, IA-06/10/2002, ID-08/02/1991, IL-12/24/1990, IN-06/06/2002, KS-06/06/2002, KY-06/06/2002, LA-06/06/2002, MA-06/06/2002, MD-09/12/1991, ME-06/06/2002, MI-11/24/1998, MN-08/15/1991, MO-03/13/1991, MS-06/06/2002, MT-06/06/2002, NC-06/06/2002, ND-06/06/2002, NE-06/06/2002, NH-09/20/1991, NJ-06/06/2002, NM-07/01/2002, NV-06/06/2002, NY-03/18/1975, OH-06/06/2002, OK-06/28/2002, OR-06/10/2002, PA-06/06/2002, PR-06/06/2002, RI-01/01/1993, SC-06/06/2002, SD-06/06/2002, TN-06/07/2002, TX-11/03/1997, UT-06/10/2002, VA-06/06/2002, VI-03/29/2018, VT-01/31/1995, WA-06/06/2002, WI-06/06/2002, WV-06/10/2002, WY-03/29/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV