BRANDYWINE MANAGERS, LLC

HTTP://WWW.BRANDYWINETRUST.COM • HOCKESSIN, DE • Investment Advisor • Hedge Fund
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Brandywine Managers is based out of Hockessin. Brandywine Managers is a hedge fund with 53 clients and discretionary assets under management (AUM) of $12,133,022,000 (Form ADV from 2023-03-30). Their last reported 13F filing for Q1 2023 included $140,684,272 in managed 13F securities and a top 10 holdings concentration of 80.86%. Brandywine Managers's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 157,395. Brandywine Managers has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings

03/31/2023

13F Activity

  • Market Value $140.684 Million
  • Prior Market Value $28.619 Million
  • New Purchases12 stocks
  • Additional Purchases1 stock
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 80.86 %
  • Turnover % [1]:27.08%
  • Turnover Alt % [2]: 0.19 %
  • Time Held Top20:5.45 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:10.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for BRANDYWINE MANAGERS, LLC

Portfolio Analysis

Classifications:

Q1 2023:

Consistent Across Past 4 Quarters:

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Type of 13F Disclosure 13F Combination Report
% of holdings ETF 2.083
% of top 20 holdings the same as top 20 most commonly held by all managers 10.0%
ALL HOLDINGS TOP-20 HOLDINGS
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Sector Allocation 0.402% ( ) 42.315% (CONSUMER STAPLES) 14.286% 8.232% 2.961% (TRANSPORTS) 46.591% (CONSUMER STAPLES) 16.667% 10.238%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-05-15

Performance for Q1 2023: -0.27%
Performance Last 4 Quarters: -3.56%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
GARDNER RUSSO QUINN LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Aperio Group, LLC
BrandyTrust Global Partners, LP
ABANCO INVESTORS LTD., LLC
RDZ Family, LLC

View Last Form Adv Compilation Report on Record

BRANDYWINE MANAGERS, LLC
Classified as Hedge Fund
7234 LANCASTER PIKE SUITE 300
HOCKESSIN DE    19707
Country: United States
Business Phone: 302-234-5750
Fax: 302-234-5754
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 53
Amount of client funds and securities by related persons: 12,140,000,000
Total Number of clients from related persons: 53
Disclosures:
Data above was derived from SEC filings.

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BRANDYWINE MANAGERS, LLC

ownership team - last updated 2023-03-30
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE DGP PATTERSON FAMILY TRUST 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 09/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
HERLIHY, DAPHNE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ECPP-3, LLC United States 805-8864453804 Hedge Fund 0 0
HYDE HALL HOLDINGS, LLC United States 805-1317350539 Private Equity Fund 7,007,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 17,357,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 112,187,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 322,475,000 0
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Private Equity Fund 18,383,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Hedge Fund 496,526,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,296,927,000 0 Fund of Funds
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 72,434,000 0 Fund of Funds
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 459,572,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 155,116,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 375,474,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 143,177,000 0 Fund of Funds
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 82,760,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Hedge Fund 380,141,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 548,482,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 92,834,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 7,925,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2022), LP United States 805-7316490922 Hedge Fund 272,906,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2021), LP United States 805-6893188644 Hedge Fund 258,553,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Hedge Fund 12,237,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 7,227,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Private Equity Fund 63,423,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Hedge Fund 110,337,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Hedge Fund 36,979,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Hedge Fund 59,664,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 1,818,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Hedge Fund 257,523,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Hedge Fund 14,639,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 214,781,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 25,536,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Hedge Fund 15,108,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 77,740,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Hedge Fund 72,962,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 9,501,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 6,937,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 8,342,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 284,463,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Hedge Fund 262,439,000 0 Fund of Funds
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 68,100,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 1,970,384,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 284,855,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Private Equity Fund 148,175,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 9,260,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 46,464,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Hedge Fund 54,108,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Hedge Fund 64,486,000 0 Master Fund Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Hedge Fund 267,711,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2020), LP United States 805-3850842627 Hedge Fund 279,188,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2023), LP United States 805-4851813116 Hedge Fund 0 0
BRANDYWINE PRIVATE EQUITY INVESTORS TURNSPIRE, LLC United States 805-3660492483 Private Equity Fund 26,183,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Hedge Fund 258,379,000 0 Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,000,843,000 0 Fund of Funds

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2022-05-23
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
MANAGERS INVESTORS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE DGP PATTERSON FAMILY TRUST 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER MANAGERS INVESTORS, LLC 09/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
CARLSON, RICHARD, ERIK ELECTED MANAGER MANAGERS INVESTORS, LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
HERLIHY, DAPHNE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Private Equity Fund 272,900,000 0 Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,688,344,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 341,811,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 13,236,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 114,556,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 285,653,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 92,199,000 0 Fund of Funds
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 544,174,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 187,237,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 422,561,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 176,560,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Private Equity Fund 36,292,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 555,282,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,768,984,000 0 Fund of Funds
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 106,679,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 395,697,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 113,466,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 9,167,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2022), LP United States 805-7316490922 Private Equity Fund 0 0
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2021), LP United States 805-6893188644 Private Equity Fund 256,214,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 14,367,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 10,422,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Private Equity Fund 72,590,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 112,657,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 58,987,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 79,691,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 2,533,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 298,113,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 17,415,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 257,185,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 22,417,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 22,864,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 66,912,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 131,180,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 10,705,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 12,189,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 25,880,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 175,219,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 289,480,000 0 Fund of Funds
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 76,434,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 2,048,654,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 354,828,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Private Equity Fund 174,093,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 13,514,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 54,752,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 1,585,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 82,745,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 137,739,000 0 Master Fund Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,518,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 349,879,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2020), LP United States 805-3850842627 Private Equity Fund 260,020,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS TURNSPIRE, LLC United States 805-3660492483 Private Equity Fund 24,962,000 0 Fund of Funds

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
MANAGERS INVESTORS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE DGP PATTERSON FAMILY TRUST 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER MANAGERS INVESTORS, LLC 09/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
CARLSON, RICHARD, ERIK ELECTED MANAGER MANAGERS INVESTORS, LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
HERLIHY, DAPHNE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY PARTNERS (2021), LP United States 805-6893188644 Private Equity Fund 256,214,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 14,367,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 10,422,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Private Equity Fund 72,590,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 112,657,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 58,987,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 79,691,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 2,533,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 298,113,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 17,415,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 257,185,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 22,417,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 22,864,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 66,912,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 131,180,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 10,705,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 12,189,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 25,880,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 175,219,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 289,480,000 0 Fund of Funds
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 76,434,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 13,514,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 54,752,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 1,585,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 82,745,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 2,048,654,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 354,828,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Private Equity Fund 174,093,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 349,879,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2020), LP United States 805-3850842627 Private Equity Fund 260,020,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS TURNSPIRE, LLC United States 805-3660492483 Private Equity Fund 24,962,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 341,811,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 137,739,000 0 Master Fund Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,518,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Private Equity Fund 272,900,000 0 Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,688,344,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 13,236,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 114,556,000 0 Fund of Funds
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 544,174,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 187,237,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 422,561,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 176,560,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Hedge Fund 36,292,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 555,282,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 285,653,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 92,199,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,768,984,000 0 Fund of Funds
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 106,679,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 395,697,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 113,466,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 9,167,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2022), LP United States 805-7316490922 Private Equity Fund 0 0
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 0 0

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
MANAGERS INVESTORS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE DGP PATTERSON FAMILY TRUST 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER MANAGERS INVESTORS, LLC 09/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
CARLSON, RICHARD, ERIK ELECTED MANAGER MANAGERS INVESTORS, LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
HERLIHY, DAPHNE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY PARTNERS (2021), LP United States 805-6893188644 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 19,451,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 10,828,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Hedge Fund 64,661,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 85,211,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 68,717,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 67,234,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 199,818,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 19,527,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 93,741,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 9,657,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 7,561,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 11,233,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 202,897,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 24,124,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 16,547,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 61,944,000 0
SONNENHOF INVESTMENTS, LLC United States 805-5464579883 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 152,242,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 234,461,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 162,591,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 257,295,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 143,222,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Hedge Fund 34,167,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 329,938,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 274,743,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 94,910,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,661,830,000 0 Fund of Funds
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 102,276,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 346,300,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 2,279,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 105,421,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 7,896,000 0
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 132,049,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Hedge Fund 953,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 269,134,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 13,310,000 0 Fund of Funds
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 48,398,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 44,964,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 2,671,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 53,846,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 1,833,610,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 287,485,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 257,882,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 109,041,000 0 Master Fund Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,258,000 0 Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,537,555,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 24,391,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 95,694,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Private Equity Fund 224,467,000 0 Fund of Funds
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 493,262,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2020), LP United States 805-3850842627 Private Equity Fund 236,499,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS TURNSPIRE, LLC United States 805-3660492483 Private Equity Fund 12,000,000 0

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 111,111,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 243,175,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 147,667,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 202,953,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 127,744,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Hedge Fund 116,817,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 245,107,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 296,143,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 86,779,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,486,213,000 0 Fund of Funds
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 112,723,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 313,347,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 3,181,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 368,662,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 7,781,000 0
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 116,269,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Hedge Fund 924,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 200,125,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 16,507,000 0 Fund of Funds
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 55,689,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 42,706,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 3,248,000 0 Fund of Funds
ARIEL INVESTORS LLC United States 805-5299255188 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 37,814,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 12,293,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Hedge Fund 58,373,000 0 Fund of Funds
BRANDYTRUST CAPITAL PARTNERS, LLC United States 805-1453874625 Hedge Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 83,203,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 107,992,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 65,886,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 195,646,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS C, LP United States 805-5476371714 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 19,706,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 96,321,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 8,312,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 5,858,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 11,903,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS A, LP United States 805-3054203684 Private Equity Fund 0 0
HESEG, LLC United States 805-3945155614 Private Equity Fund 180,580,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 24,356,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 18,476,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 64,437,000 0
SONNENHOF INVESTMENTS, LLC United States 805-5464579883 Private Equity Fund 36,978,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 65,823,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 91,664,000 0 Master Fund Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,803,000 0 Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,356,508,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 1,669,568,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 355,121,000 0 Fund of Funds
JUPITER FOX, LLC United States 805-9893839942 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 237,006,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS GGC, LLC United States 805-7162738597 Hedge Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 27,530,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 169,682,000 0 Fund of Funds
LAURISTON HOLDINGS LLC United States 805-7903931978 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Private Equity Fund 220,348,000 0 Fund of Funds
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 433,105,000 0 Fund of Funds

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
MANAGERS INVESTORS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE DGP PATTERSON FAMILY TRUST 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER MANAGERS INVESTORS, LLC 09/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
CARLSON, RICHARD, ERIK ELECTED MANAGER MANAGERS INVESTORS, LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
HERLIHY, DAPHNE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 74,867,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS LINCOLN PEAK, LLC United States 805-7319657832 Hedge Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 236,651,000 0 Fund of Funds
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 128,385,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 184,510,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 119,508,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Hedge Fund 102,415,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 206,361,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 197,688,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 73,495,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,276,320,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS II, LP United States 805-8903113888 Hedge Fund 0 0
BRANDYTRUST STRUCTURED INDEX, LP United States 805-4880486717 Hedge Fund 0 0
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 97,916,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 306,840,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 255,994,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 6,255,000 0 Fund of Funds
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 100,693,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 5,479,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 187,495,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 21,217,000 0 Fund of Funds
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 46,831,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Hedge Fund 1,806,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 36,263,000 0 Fund of Funds
ARIEL INVESTORS LLC United States 805-5299255188 Private Equity Fund 66,998,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 47,939,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 20,909,000 0 Fund of Funds
MOLTZ HOLDINGS, LLC United States 805-7259873472 Hedge Fund 51,677,000 0 Fund of Funds
BRANDYTRUST CAPITAL PARTNERS, LLC United States 805-1453874625 Hedge Fund 31,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 86,618,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 134,175,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 65,216,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 196,198,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS C, LP United States 805-5476371714 Private Equity Fund 17,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 20,895,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 98,465,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 7,085,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 7,613,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 15,811,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS A, LP United States 805-3054203684 Private Equity Fund 2,408,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 153,935,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 22,398,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 20,634,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 66,615,000 0
SONNENHOF INVESTMENTS, LLC United States 805-5464579883 Private Equity Fund 24,684,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 63,049,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 99,772,000 0 Master Fund Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 1,917,433,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 1,572,678,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 2,536,000 0 Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 1,790,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 290,840,000 0 Fund of Funds
JUPITER FOX, LLC United States 805-9893839942 Private Equity Fund 137,024,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 232,145,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS GGC, LLC United States 805-7162738597 Hedge Fund 23,904,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 37,077,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 382,338,000 0 Fund of Funds
LAURISTON HOLDINGS LLC United States 805-7903931978 Private Equity Fund 27,153,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2019), LP United States 805-5945090395 Private Equity Fund 0 0
PCR PARTNERS, LLC United States 805-5568485115 Private Equity Fund 187,674,000 0 Fund of Funds

BRANDYWINE MANAGERS, LLC

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
BRANDYWINE TRUST GROUP LLC MEMBER 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER direct 2005-12-01
CICCARONE, JOHN, ANTHONY VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
CARLSON, RICHARD, ERIK MANAGING DIRECTOR 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BECKER, JEFFREY, S CHIEF FINANCIAL OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF FINANCIAL OFFICER direct 2005-12-01
SHERMAN, KRISTINA, D CHIEF COMPLIANCE OFFICER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAMPBELL, W, SCOTT VICE-PRESIDENT & ASSISTANT SECRETARY 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC VICE-PRESIDENT & ASSISTANT SECRETARY direct 2005-12-01
MANAGERS INVESTORS, LLC MEMBER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE TRUST COMPANY, LLC TRUSTEE ALBERT C WALL GST EXEMPT T/U/W FBO MARIA W PATTERSON 05/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
KLINGENSTEIN, FIELDS & CO., LLC TRUSTEE indirect 1997-12-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2001-05-01
BRANDYWINE MANAGERS, LLC TRUSTEE indirect 2009-09-01
MUNNATAWKET HOLDINGS, LLC MEMBER MANAGERS INVESTORS, LLC 09/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MEMBER indirect 2009-09-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2009-10-01
PATTERSON, DAVID, CHOATE ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC CHIEF EXECUTIVE OFFICER direct 1998-01-01
BRANDYWINE MANAGERS, LLC OWNER indirect 2003-12-01
BRANDYWINE MANAGERS, LLC MEMBER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2010-01-01
CARLSON, RICHARD, ERIK ELECTED MANAGER BRANDYWINE TRUST GROUP LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
CARLSON, RICHARD, ERIK ELECTED MANAGER MANAGERS INVESTORS, LLC 12/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC MANAGING DIRECTOR direct 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2005-12-01
PATTERSON, DAVID, GARDNER ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
CORCORAN, ELOISE, PATTERSON ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
PATTERSON, DAPHNE, DUVAL ELECTED MANAGER MUNNATAWKET HOLDINGS, LLC 09/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC ELECTED MANAGER indirect 2014-09-01
DGP PATTERSON FAMILY TRUST OWNER MUNNATAWKET HOLDINGS, LLC 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRANDYWINE MANAGERS, LLC OWNER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRANDYWINE PRIVATE EQUITY INVESTORS SML, LLC United States 805-8711702712 Hedge Fund 29,016,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY INVESTORS LINCOLN PEAK, LLC United States 805-7319657832 Hedge Fund 49,926,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2017), LP United States 805-9444962234 Private Equity Fund 237,160,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS D, LP United States 805-4060885417 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2013-A), LLC United States 805-1540776944 Private Equity Fund 0 0
PHOENIX LAKE HOLDINGS, LLC United States 805-5978762016 Private Equity Fund 138,672,000 0 Fund of Funds
ECPP-2, LLC United States 805-1872258832 Hedge Fund 175,546,000 0 Fund of Funds
RDZ FAMILY, LLC United States 805-1125943703 Private Equity Fund 124,977,000 0 Fund of Funds
PERMANENT CAPITAL HOLDINGS, LLC United States 805-9477114346 Hedge Fund 101,854,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016), LP United States 805-9394577454 Private Equity Fund 193,949,000 0 Fund of Funds
ARNOTT INVESTMENT PARTNERS, LP United States 805-3326545830 Private Equity Fund 288,293,000 0
PIEDRA PARTNERS, LP United States 805-2038526955 Private Equity Fund 89,336,000 0 Fund of Funds
ABANCO INVESTORS LTD, LLC United States 805-8239738124 Hedge Fund 1,480,000,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS II, LP United States 805-8903113888 Hedge Fund 12,853,000 0
BRANDYTRUST STRUCTURED INDEX, LP United States 805-4880486717 Hedge Fund 103,426,000 0
LA COUHARDE INVESTMENTS, LLC United States 805-8927748497 Hedge Fund 118,089,000 0 Fund of Funds
VB INVESTMENT PARTNERS, LLC United States 805-7129697558 Private Equity Fund 293,919,000 0 Fund of Funds
SOPA, LLC United States 805-3102204454 Private Equity Fund 249,343,000 0 Fund of Funds
CFI, LP United States 805-8665881830 Hedge Fund 34,782,000 0 Fund of Funds
LA COUHARDE PRIVATE EQUITY PARTNERS, LP United States 805-9061594880 Private Equity Fund 110,170,000 0 Fund of Funds
BLACK MOUNTAIN PARTNERS, LP United States 805-6205931451 Hedge Fund 8,345,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013), LP United States 805-2862536468 Private Equity Fund 151,156,000 0 Fund of Funds
MERETZ PARTNERS, LP United States 805-9906263375 Hedge Fund 24,251,000 0 Fund of Funds
OCEAN RIDGE VENTURES, LLC United States 805-9232182581 Hedge Fund 60,311,000 0 Fund of Funds
TRAVERSE PARK VENTURES, LLC United States 805-4447442836 Hedge Fund 2,764,000 0 Fund of Funds
PINE LODGE INVESTMENTS LLC United States 805-5428099113 Private Equity Fund 39,912,000 0 Fund of Funds
ARIEL INVESTORS LLC United States 805-5299255188 Private Equity Fund 72,047,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2006), LP United States 805-2584057233 Private Equity Fund 57,791,000 0 Fund of Funds
MEDUSA HOLDINGS, LLC United States 805-6720091082 Hedge Fund 21,726,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2012), LP United States 805-6364097242 Private Equity Fund 81,517,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2007), LP United States 805-1674368303 Private Equity Fund 138,332,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2008), LP United States 805-4852793814 Private Equity Fund 76,659,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2014), LP United States 805-4692068122 Private Equity Fund 186,043,000 0 Fund of Funds
WICOPESSET PARTNERS, LP United States 805-8125743341 Hedge Fund 7,543,000 0 Fund of Funds
BRANDYTRUST ROMANA, LLC United States 805-7775705742 Private Equity Fund 22,398,000 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2009), LP United States 805-1761184593 Private Equity Fund 22,969,000 0 Fund of Funds
BRANDYTRUST CRYSTALS, LLC United States 805-9267701824 Private Equity Fund 63,669,000 0
SONNENHOF INVESTMENTS, LLC United States 805-5464579883 Private Equity Fund 35,998,000 0
MOLTZ HOLDINGS, LLC United States 805-7259873472 Hedge Fund 58,492,000 0 Fund of Funds
BRANDYTRUST CAPITAL PARTNERS, LLC United States 805-1453874625 Hedge Fund 2,535,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS C, LP United States 805-5476371714 Private Equity Fund 177,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2005), LP United States 805-2598503999 Private Equity Fund 31,056,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011), LP United States 805-3268708669 Private Equity Fund 72,034,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS B, LP United States 805-7627173048 Private Equity Fund 6,084,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS, LP United States 805-3629788733 Private Equity Fund 26,540,000 0 Master Fund Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS A, LP United States 805-3054203684 Private Equity Fund 4,448,000 0 Fund of Funds
HESEG, LLC United States 805-3945155614 Private Equity Fund 172,911,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-B), LP United States 805-8692537574 Private Equity Fund 49,187,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2011-C), LP United States 805-2771454064 Private Equity Fund 70,856,000 0 Master Fund Fund of Funds
BRANDYTRUST GLOBAL PARTNERS, LP United States 805-1612730949 Hedge Fund 2,124,864,000 0 Fund of Funds
BRANDYTRUST MULTI-STRATEGY PARTNERS, LP United States 805-9417426968 Hedge Fund 1,646,108,000 0 Fund of Funds
BRANDYTRUST SPECIAL EQUITIES PARTNERS, LP United States 805-4624749799 Hedge Fund 5,212,000 0 Fund of Funds
AMCITO PARTNERS, LP United States 805-2865299283 Private Equity Fund 2,877,000 0 Fund of Funds
1340 HOLDINGS, LLC United States 805-2455521988 Private Equity Fund 308,790,000 0 Fund of Funds
JUPITER FOX, LLC United States 805-9893839942 Private Equity Fund 155,316,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2013-B), LLC United States 805-9093851801 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2016-A), LLC United States 805-6600141131 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY PARTNERS (2018), LP United States 805-6473361743 Private Equity Fund 0 0
BRANDYWINE PRIVATE EQUITY INVESTORS GGC, LLC United States 805-7162738597 Hedge Fund 28,936,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS YORKTOWN, LP United States 805-5502085315 Private Equity Fund 47,914,000 0 Fund of Funds
ARGYLL INVESTMENT PARTNERS LLC United States 805-7544265113 Private Equity Fund 394,912,000 0 Fund of Funds
LAURISTON HOLDINGS LLC United States 805-7903931978 Private Equity Fund 28,823,000 0 Fund of Funds
BRANDYWINE PRIVATE EQUITY PARTNERS (2016-B), LLC United States 805-1185157699 Private Equity Fund 0 0

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