New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brave Warrior Advisors, LLC
Multi-team
Firm-wide stats for Brave Warrior Advisors, LLC
Clients per advisor
25 Very LowAvg AUM per client
$40,041,047 Very HighHNW client ratio
84% Very HighAbout
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.
Based on Brave Warrior Advisors, LLC
Expertise
Based on Brave Warrior Advisors, LLC
Location
12 East 49th Street, 31st Fl.
New York NY 10017
Advisors at this office
3
Advisors at this office
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.
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.
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