Brave Warrior Advisors, Llc
- Regulatory AUM
- $5.6B
- Discretionary
- $5.6B
- Clients
- 116
- Avg AUM / client
- $48.6M
- Accounts
- 288
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $7.0M | 0.12% |
| High net worth individuals | 82 | $3.9B | 69.5% |
| Pooled investment vehicles (non-investment companies) | 4 | $220M | 3.91% |
| Pension and profit sharing plans | Fewer than 5 clients | $24.6M | 0.44% |
| Charitable organizations | 8 | $1.3B | 22.8% |
| Corporations and other businesses | 6 | $185M | 3.28% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $227M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brave Warrior Ranger Fund, Lp | Hedge Fund | Delaware | $80.4M | 46 |
| Brave Warrior Ranger Fund (Bvi) Ltd master | Hedge Fund | British Virgin Islands | $79.8M | 26 |
| Brave Warrior Ranger Qualified Lp | Hedge Fund | Delaware | $34.6M | 19 |
| Brave Warrior Ranger Accredited Lp | Hedge Fund | Delaware | $32.7M | 22 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central National Gottesman Inc Profit Sharing Plan Central National Gottesman Inc | 2024 | |
| Central National Gottesman Pension Plan Central National Gottesman Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glenn Hank Greenberg | Principal | Jan 2010 (17y) | ≈ 56.25% – 100% via Brave Warrior Capital, Inc. | |
| Martel Downing, Donna, M. | Chief Compliance Officer | Mar 2015 (11y) | Less than 5% | |
| Anna Rachel Mullen | Registered representative | Jul 2021 (5y) | ||
| Austin L Zalkin | Registered representative | Jul 2021 (5y) | ||
| William Stephen Greif | Registered representative | Nov 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brave Warrior Capital, Inc. | Managing Member | Jan 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Glenn Hank Greenberg: 75% – 100% of Brave Warrior Capital, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $227M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brave Warrior Ranger Fund, Lp | Hedge Fund | $80.4M | $5.0M | 46 |
| Brave Warrior Ranger Fund (Bvi) Ltd | Hedge Fund | $79.8M | $5.0M | 26 |
| Brave Warrior Ranger Qualified Lp | Hedge Fund | $34.6M | $5.0M | 19 |
| Brave Warrior Ranger Accredited Lp | Hedge Fund | $32.7M | $5.0M | 22 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central National Gottesman Inc Profit Sharing Plan | Central National Gottesman Inc | 293 | $121M | 01/01/2024 |
| Central National Gottesman Pension Plan | Central National Gottesman Inc. | 617 | $124M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 1.89 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $4.3B (75% of AUM) Apr 2026
- BNY Mellon $968M (17% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗