BRAVE WARRIOR ADVISORS, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

6

of those in investment advisory functions:

3

Registration:

SEC, Approved, 4/20/1987

AUM:

5,235,785,937 33.11%

of that, discretionary:

5,235,785,937 33.11%

Private Fund GAV:

227,462,359 29.40%

Avg Account Size:

18,435,866 31.24%

% High Net Worth:

71.55% -1.62%

SMA’s:

YES

Private Funds:

4

Contact Info

212 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 3B 2B 1B 629M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 Trades of Glenn Greenberg's Firm in the 1st Quarter
06/07/2023

Brave Warrior Advisors releases quarterly portfolioCheck out Vanguard Health Care Fund Stock Picks » Download GuruFolio Report of Vanguard Health Care Fund (Updated on 06/06/2023), Check out Glenn Greenberg Stock Picks » Download GuruFolio Report of Glenn Greenberg (Updated on 06/06/2023), Check out Andreas Stock Picks » Download GuruFolio Report of Andreas (Updated on 0...

gurufocus.com

Glenn Greenberg Loads Up on AutoNation in 4th Quarter
02/20/2023

A look at the top trades of Brave Warrior AdvisorsCheck out Glenn Greenberg Stock Picks » Download GuruFolio Report of Glenn Greenberg (Updated on 02/19/2023)Related Stocks: FG, AN, ELV, VVV, ABG, APO, LAD, FNF, SAU:2222,

gurufocus.com

Top 10 Stock Picks of Glenn Greenberg’s Brave Warrior Capital
09/21/2022

In this article, we discuss top 10 stock picks of Glenn Greenberg’s Brave Warrior Capital. You can skip our comprehensive analysis of Brave Warrior Capital’s history, investment philosophy, and hedge fund performance, and go directly to Top 5 Stock Picks of Glenn Greenberg’s Brave Warrior Capital. American businessman and millionaire Glenn Greenberg, together with John […]

Insider Monkey

Top 5 Stock Picks of Glenn Greenberg’s Brave Warrior Capital
09/21/2022

In this article, we discuss the top 5 stock picks of Glenn Greenberg’s Brave Warrior Capital. If you want our detailed analysis of Brave Warrior Capital’s history, investment philosophy, and hedge fund performance, go directly to Top 10 Stock Picks of Glenn Greenberg’s Brave Warrior Capital. 5. Primerica, Inc. (NYSE:PRI) Brave Warrior Capital’s Stake Value: […]

Insider Monkey

Top 10 Stock Picks of Glenn Greenberg's Brave Warrior Capital - Yahoo Finance
08/31/2022

Among the hedge funds tracked by Insider Monkey at the end of June 2022, ... The hedge fund bought 2.89 million company shares worth $108 million, ...

sports.yahoo.com

Top 10 Stock Picks of Glenn Greenberg’s Brave Warrior Capital
08/30/2022

In this article, we discuss the top 10 stock picks of Glenn Greenberg’s Brave Warrior Capital. If you want to skip our detailed analysis of Greenberg’s investment philosophy and performance, go directly to Top 5 Stock Picks of Glenn Greenberg’s Brave Warrior Capital. Glenn Greenberg is widely known as the founding partner of Chieftain Capital, […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 4 $227,462,359

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Private Funds



Employees




Brochure Summary

Overview

Brave Warrior’s investment strategy focuses on clients investing in a limited number of long equity positions. Investments are made in demonstrably healthy businesses that Brave Warrior believes will be successful in the long-term. Brave Warrior endeavors to buy at prices that will protect clients’ capital from substantial erosion should fundamentals diverge from expectations. Clients’ assets under management are invested in securities chosen entirely at the discretion of the Advisor (provided that a client may specifically request that their account not be invested in a particular security for legal or special concerns) after the Advisor explains its investment approach and ascertains that the client is generally prepared to invest at least $5 million as a long-term investment in the equity markets without specialized needs that would require modification of the portfolio of stocks. Brave Warrior was founded in 2009 and is solely owned by Glenn H. Greenberg (the “Principal”). Effective as of October 14, 2022, Glenn H. Greenberg established 281 DBE LLC and since March 2, 2023, he currently provides his services as Chief Investment Officer and other portfolio management services through 281
DBE LLC to Brave Warrior. While the services are now provided through an entity, there has not been any change of control of the ownership of Brave Warrior, which continues to be owned by Glenn H. Greenberg. Glenn H. Greenberg continues to exercise the day-to-day control of Brave Warrior. 281 DBE LLC now has responsibility for the investment decisions for Brave Warrior. As of December 31, 2023, Brave Warrior managed approximately $5,235,785,937 of regulatory assets under management on a discretionary basis on behalf of approximately 284 accounts. Clients of Brave Warrior include Separately Managed Account (“SMA”) Clients and Private Fund Clients, which include the Brave Warrior Ranger Accredited, LP, Brave Warrior Ranger Fund (BVI) Ltd, Brave Warrior Ranger Fund, LP and Brave Warrior Ranger Qualified, LP, collectively, the “Private Funds”. The Private Funds were formerly known as the AVM Ranger Accredited, LP, AVM Ranger Fund (BVI) Ltd, AVM Ranger Fund, LP and AVM Ranger Qualified, LP, and were sub- advised by Brave Warrior from June 2020 through March 2021 on behalf of Arlington Value Capital, LLC. The SMA Clients and Private Fund Clients are collectively referred to in this brochure as the “Clients.”