B
$5.6B Total AUM
$5.6B Disc. AUM
12.8% 3Y CAGR
6 Employees
116 ADV. Clients
39 yrs Firm Age
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- Custodian
- BMO Harris · BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-1987
- Office Locations
- 2
Office Locations
12 East 49th Street 24th Fl. NEW York NY
-- SAN Antonio TX
About Brave Warrior Advisors, LLC
Brave Warrior Advisors, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 39 years. Managing $5.6B in total assets under management, with 3 advisory representatives. They custody assets with BMO Harris and BNY Mellon.
Team overview
-- AVG AGE
$1.9B AVG AUM / ADVISOR
$48.6M AVG AUM / CLIENT
6.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
39yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GLENN HANK GREENBERG
Managing director, PRINCIPAL
- CRD
- #4342620
- Ownership
- Less than 5%
Available
Available
Available
D
DONNA M. MARTEL-DOWNING
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WILLIAM Stephen GREIF
Manager
- CRD
- #5561303
Available
Available
Available
A
ANNA RACHEL MULLEN
--
- CRD
- #5169505
Available
Available
Available
Showing 2 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,638,637,189 | $19,578,601 |
| Non-Discretionary | $0 | -- |
| Total | $5,638,637,189 | $19,578,601 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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