Brown Advisory
Overview
Brown Advisory is an independent investment management and strategic advisory firm that provides investment solutions to individuals, families, nonprofits, charities, and institutions globally.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Clear Street | May 2022 | Series B | - |
| EquipmentShare | Apr 2023 | Debt | Co-investor |
| Imperative Care | Mar 2026 | VC Round | Co-investor |
| UrbanStems | May 2021 | Series C | - |
| Phantom Neuro | Apr 2025 | Series A | Co-investor |
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Key People
Ray Mcclure
Managing Partner
Terry Beaty
Senior Partner
Adam Mantin
Partner Portfolio Manager
Alexander Bottenheim
Partner, Portfolio Manager
Berk Nowak
Partner and Portfolio Manager
Billy Mathews
Partner, Portfolio Manager
Colby Stilson
Partner Portfolio Manager
David Nichols
Partner Portfolio Manager
Drew Courtney
Partner Portfolio Manager
James Tussaud
Portfolio Manager Partner
Joe Carpenter
Partner Portfolio Manager
Joyce Li
Partner Portfolio Manager
Lisi Bailliere Dean
Partner Portfolio Manager
Michael Gaughan
Partner Portfolio Manager
Nicholas Haffenreffer
Partner Portfolio Manager
Nina K. Yudell
Partner, Portfolio Manager
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Brown Advisory based?
Brown Advisory is headquartered in Baltimore, Maryland, United States.
When was Brown Advisory founded?
Brown Advisory was founded in 1993.
How many portfolio companies does Brown Advisory have?
Brown Advisory has 14 portfolio companies in Caplight's dataset.
What are some companies in Brown Advisory's portfolio?
Portfolio companies visible on Caplight include Clear Street, EquipmentShare, Imperative Care, UrbanStems, Phantom Neuro.
What was Brown Advisory's most recent investment shown here?
Brown Advisory's most recent investment in this portfolio sample was in Imperative Care in 2026.
What sectors does Brown Advisory focus on?
Brown Advisory focuses on Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Cybersecurity, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Consumer & Commerce, Healthcare & Life Sciences, Energy & Sustainability, Real Estate & PropTech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure.
What company stages does Brown Advisory focus on?
Brown Advisory typically invests at the Early stage.
What is Brown Advisory's AUM?
Brown Advisory's assets under management are estimated at over $100.0B.