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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
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and April 6, 2026, reported AUM increased 4.2%, from $5.4B to $5.6B.
Across 5 reported observations, AUM increased 28.0% between March 30, 2022 and April 6, 2026, from $4.4B to $5.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 116 clients, or 38.7 clients per representative. That equates to $48.6M in reported AUM per client.
The profile lists 2 reported office locations and 39 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
GLENN HANK GREENBERG
Managing director, PRINCIPAL
- CRD
- #4342620
- Ownership
- Less than 5%
DONNA M. MARTEL-DOWNING
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM Stephen GREIF
Manager
- CRD
- #5561303
ANNA RACHEL MULLEN
--
- CRD
- #5169505
Showing 2 of 5 contacts
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| 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
SMA allocation detail is available
Brave Warrior Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Brave Warrior Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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