The BRAVE WARRIOR ADVISORS, LLC is a privately held investment adviser that advises $5.64Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BRAVE WARRIOR ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 48.3% over the last 5-years.
The Group has been registered with the SEC for 39.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 12 EAST 49TH STREET 31ST FL., NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $5.64Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $3.92Bn or 69.47% of Total Assets and Charitable Organizations own $1.28Bn or 22.79% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 88.68% and 11.32% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BRAVE WARRIOR ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.