Brave Warrior Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,924,022,568
Clients
98
Advisors
4
across 2 offices
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
Expertise
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
See office12 East 49th Street, 31st Fl.
New York NY 10017
Advisors at this office
3
Offices (2)
Most active in
California · Connecticut · New Jersey · New York · Puerto Rico · Texas
Also doing business as
Brave Warrior Advisers, LLC · Brave Warrior Advisors, LLC · Brave Warrior Capital, Inc. · Chieftain Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Austin Z
New York, NY
Brave Warrior Advisors, LLC
Austin Zalkin is a financial advisor at Brave Warrior Advisors, LLC in New York, NY, with 16 years of experience at the firm. He has worked exclusively at Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm manages concentrated long equity portfolios based on fundamental, internally generated research and serves as adviser to multiple private funds, overseeing approximately $5.41 billion in discretionary assets.
Anna M
New York, NY
Brave Warrior Advisors, LLC
Anna Mullen is a financial advisor at Brave Warrior Advisors, LLC with eight years at the firm and a total of five years of industry experience. She previously worked at Select Equity Group for two years. Outside of her advisory role, she is the founder of Layette Inc., a company developing a web application to help first-time parents coordinate hand-me-downs and recommendations. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, trusts, estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm focuses on a concentrated portfolio of fewer than 20 long equity positions selected through internal fundamental research and expert input.
William G
Series 63, Series 65
San Antonio, TX
Brave Warrior Advisors, LLC
William Greif is a financial advisor at Brave Warrior Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds Series 63 and Series 65 licenses. Brave Warrior Advisors 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’s investment approach focuses on a concentrated portfolio of long equity positions selected through fundamental research and overseen centrally by its principal.
Glenn G
New York, NY
Brave Warrior Advisors, LLC
Glenn Greenberg is a financial advisor at Brave Warrior Advisors, LLC with seven years of industry experience. He has been with Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm focuses on concentrated long equity portfolios based on fundamental, internally generated research and manages approximately $5.41 billion in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)