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