BRINKER CAPITAL INVESTMENTS, LLC.

1055 Westlakes Drive
Suite 250
Berwyn, Pennsylvania, 19312
Tel: 610-407-5500

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About the Firm:

BRINKER CAPITAL INVESTMENTS, LLC. is a Berwyn, Pennsylvania based Fee-only advisory firm with nearly $41,979,351,312 in assets under management and provides investment advisory services for 83820 clients. There are currently 68 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

107975

SEC#:

801-57265

Assets Managed by Firm:

$41,979,351,312

Advisory Services Provided:

Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors


Firm Employees Information:

  • Total no. of Employees: 68
  • No. of Employees performing investment advisory functions: 19

Firm Client Information:

No. of ClientsAUM
Firm Total83820$41,979,351,312
Individuals (other than high net worth individuals)74838$17,991,289,952
High net worth individuals5922$14,628,907,941
Pension and profit sharing plans2063$1,798,874,310
Charitable organizations 27$7,324,943
Corporations or other businesses 867$3,022,850,624

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Fixed fees, Performance Based

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