Brinker Capital Inc (Berwyn)

Name: Brinker Capital Inc
Address: 1055 Westlakes Drive, Berwyn, PA, 19312
Telephone: 610-407-5500

Brinker Capital Inc is a large advisory firm based in Berwyn. It manages $20.84 billion of regulatory assets for 58,742 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Brinker Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brinker Capital: assets under management

The assets under management (AUM) of Brinker Capital Inc is $20.84 billion. The firm's AUM has grown by 672% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.41 billion in discretionary accounts and $9.42 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $888.99 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 67% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in state and local bonds form 8% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brinker Capital Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Irwin Charles Widger serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Irwin Charles Widger is individuals with 51,635 clients and $9.54 billion of assets under management. Among the 6 most similar advisory firms, Brinker Capital has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $19.15 billion for 58,739 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Brinker Capital doesn't advise any private funds.

Careers at Brinker Capital Inc

The company employs 160 people that are either part- or full-time employees. 9 percent of the employees work as investment advisers or researchers. 49 employees are registered as investment adviser representatives with the state securities authorities.

There are 300 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Irwin Charles Widger has been acting as President since 1 Dec 1995. James D Harrington has served as the Chief Investment Officer since 1 Sep 2001 and Noreen Darcy Beaman is the Chief Executive Officer of Brinker Capital Inc family office. John Edward Coyne joined the executive team most recently as the Executive Vice Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Brinker Capital Holdings	Owner of applicant	1 Oct 1995	75% - 100%	22-2799756
Irwin Charles Widger	President	1 Dec 1995	50% - 75%	1182311
John Edward Coyne	Senior vice president	1 Dec 1995	Other	734992
William Barker French	Senior vice president	1 Dec 1995	Other	1461880
Gregory Guy Vradenburg	Senior vice president	1 Dec 1995	Other	834677
Noreen Darcy Beaman	Senior vice president	1 Dec 1995	Other	2593910
Mark Brian Martinelli	Chief financial officer	1 Jul 1997	Other	3164988
David Anthony Ix	Senior vice president	1 Oct 1997	Other	2756353
Noreen Darcy Beaman	Senior vice president	1 Jun 1998	Other	2593910
Timothy Gene Henry	Chief operating officer	1 Nov 1998	Other	2349620
Andrew Clarke Remmey	Operations supervisor	1 Mar 2001	Other	3101381
Avery Chapman Cook	Quality control & pricing coordinator	1 Apr 2001	Other	2987773
James D Harrington	Chief investment officer	1 Sep 2001	Other	4461935
Irwin Charles Widger	Chief executive officer	1 Dec 2003	50% - 75%	1182311
John Edward Coyne	President	1 Dec 2003	Other	734992
Philip Francis Green	Chief financial officer	1 Jan 2004	Other	4419491
Philip F Green	Chief financial officer	1 Jan 2004	Other	4419491
Timothy Gene Henry	Chief compliance officer	1 Oct 2004	Other	2349620
John Edward Coyne	President/chief operating officer	1 Jan 2006	Other	734992
Noreen Darcy Beaman	Chief operating officer	1 Aug 2009	Other	2593910
Brian Michael Ferko	Chief compliance officer	1 Nov 2010	Other	2524425
Irwin Charles Widger	Executive chariman	1 Jul 2012	50% - 75%	1182311
John Edward Coyne	Executive vice chairman	1 Jul 2012	Other	734992
Noreen Darcy Beaman	Chief executive officer	1 Jul 2012	Other	2593910

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Irwin Charles Widger	Stockholder	1 Jan 2000	50% - 75%	1182311

Based in Berwyn

The principal office where Brinker Capital Inc performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-407-5500 or by fax 610-407-5407. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at brinkercapital.com.