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Brave Warrior Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,924,022,568
This total excludes 18 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
98
84% high-net worth
Advisors
1
of 6 employees
Firm type
Multi Team
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
HighAverage account size
$40,041,047
About
Brave Warrior provides discretionary investment supervisory services to individuals, related trusts and estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm manages both SMA clients and multiple private funds and conducts ongoing portfolio management for those pooled vehicles.
Its investment approach centers on a concentrated set of long equity positions—typically fewer than 20 holdings—selected through fundamental, internally generated research and supplemented by industry experts when used; the advisor makes investment decisions at its discretion. Investment decision‑making is centralized under the firm’s principal, and trade execution and custody arrangements rely on a limited set of brokers and a prime broker platform for pooled vehicles.
Brave Warrior is notable among multi‑team peers for serving as adviser and general partner to private funds and for receiving performance‑based compensation, which introduces side‑by‑side management considerations the firm addresses with formal policies and allocation procedures. The brochure also highlights concentrated holdings, explicit personal‑trading and trade‑error procedures (including allocation practices and charitable disposition of profitable trade‑error gains), and does not describe provision of ongoing comprehensive financial planning services.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Fee options
0.5% quarterly (2% annually) for SMA clients
Performance allocation generally 15% of net profits for Private Funds
Account minimum: $5 million
Main office location
Brave Warrior Advisors, LLC
12 East 49 Th Street, 31 St Fl.
New York NY 10017, United States
Number of offices
5
Most active in
Brave Warrior Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · New Jersey · New York · Puerto Rico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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