BROWN CAPITAL MANAGEMENT LLC

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Brown Capital Management is based out of Baltimore. Brown Capital Management is a registered investment advisory firm with 140 clients and discretionary assets under management (AUM) of $94,600,000 (Form ADV from 2022-07-07). Their last reported 13F filing for Q1 2022 included $10,048,444,000 in managed 13F securities and a top 10 holdings concentration of 45.8%. Brown Capital Management's largest holding is Cognex Corp with shares held of 6,937,403. Brown Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 93 13F filings, and 761 13G filings

03/31/2022

13F Activity

  • Market Value $10.048 Billion
  • Prior Market Value $12.086 Billion
  • New Purchases2 stocks
  • Additional Purchases52 stocks
  • Sold out of4 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 45.80 %
  • Turnover % [1]:4.72%
  • Turnover Alt % [2]: 4.12 %
  • Time Held Top20:20.40 quarters
  • Time Held Top10:12.20 quarters
  • Time Held All:24.28 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.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -21.62%
Performance Last 4 Quarters: -29.98%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
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
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

BROWN CAPITAL MANAGEMENT, LLC
10816 EXECUTIVE CENTER DR. SUITE 103
LITTLE ROCK AR    72211
Country: United States

Business Phone: 501-503-0001
Fax: 1-501-764-4144
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: AR
Number of employees: 4
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 140
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL FOUNDER, EXECUTIVE CHAIRMAN, & SENIOR PORTFOLIO MANAGER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON CEO, PRESIDENT, CIO & SENIOR PORTFOLIO MANAGER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
FORSTER, MICHAEL, LEONARD COO, CFO 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC COO, CFO direct 2019-12-01
KLAG, MICHAEL, J DIRECTOR 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2019-12-01
NEELEY, TSEDAL DIRECTOR 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2020-06-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST BROWN CAPITAL MANAGEMENT ESOP TRUST 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2021-09-20
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, CIO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
FORSTER, MICHAEL, LEONARD COO, CFO 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC COO, CFO direct 2019-12-01
KLAG, MICHAEL, J DIRECTOR 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2019-12-01
NEELEY, TSEDAL DIRECTOR 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2020-06-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2021-04-05
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, CIO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
FORSTER, MICHAEL, LEONARD COO, CFO 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC COO, CFO direct 2019-12-01
KLAG, MICHAEL, J DIRECTOR 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2019-12-01
NEELEY, TSEDAL DIRECTOR 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2020-06-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, CIO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
FORSTER, MICHAEL, LEONARD COO, CFO 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC COO, CFO direct 2019-12-01
KLAG, MICHAEL, J DIRECTOR 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2019-12-01
NEELEY, TSEDAL DIRECTOR 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2020-06-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-06-15
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, CIO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
HENDERSON, CHARLES, FRANKLIN DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
FLAMER, CECIL, EUGENE CHIEF ADMINISTRATIVE OFFICER 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT INC CHIEF ADMINISTRATIVE OFFICER direct 2004-07-01
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/CAO direct 2004-07-01
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
DOULTON, BETTINA, ELIZABETH DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
FORSTER, MICHAEL, LEONARD COO, CFO 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC COO, CFO direct 2019-12-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

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

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-05-23
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, COO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
HENDERSON, CHARLES, FRANKLIN DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
FLAMER, CECIL, EUGENE CHIEF ADMINISTRATIVE OFFICER 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT INC CHIEF ADMINISTRATIVE OFFICER direct 2004-07-01
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/CAO direct 2004-07-01
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
DOULTON, BETTINA, ELIZABETH DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, COO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
HENDERSON, CHARLES, FRANKLIN DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
FLAMER, CECIL, EUGENE CHIEF ADMINISTRATIVE OFFICER 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT INC CHIEF ADMINISTRATIVE OFFICER direct 2004-07-01
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/CAO direct 2004-07-01
BURKS, ROBERT, E CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2019-02-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
DOULTON, BETTINA, ELIZABETH DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

BROWN CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-06-22
Name Title Start Date Direct/Indirect % Ownership
BROWN, EDDIE, CARL CHAIRMAN, CEO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN, CEO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC PRESIDENT direct 1983-05-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC PRESIDENT & CEO direct 1983-05-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC CHAIRMAN & CEO direct 2012-01-01 2016-06-16
LEE, KEITH, ALLISON PRESIDENT, COO, DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT, COO, DIRECTOR direct 2012-01-01
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1989-12-01 2001-01-25
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 1991-12-01 2003-01-30
BROWN CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 1991-12-01 2006-04-11
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/SR. PORTFOLIO MANAGER direct 1991-12-01 2010-04-01
BROWN CAPITAL MANAGEMENT, LLC PRESIDENT AND COO direct 2012-01-01 2016-06-16
HENDERSON, CHARLES, FRANKLIN DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
FLAMER, CECIL, EUGENE CHIEF ADMINISTRATIVE OFFICER 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT INC CHIEF ADMINISTRATIVE OFFICER direct 2004-07-01
BROWN CAPITAL MANAGEMENT INC MANAGING DIRECTOR/CAO direct 2004-07-01
COURTNEY, DONNA, L. CHIEF COMPLIANCE OFFICER 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-05-01
BUNKLEY, JENNIFER, BROWN DIRECTOR 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2011-06-01
DOULTON, BETTINA, ELIZABETH DIRECTOR 12/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC DIRECTOR direct 2014-12-01
BROWN CAPITAL MANAGEMENT HOLDINGS, INC. MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC MEMBER direct 2016-10-01
ARGENT TRUST COMPANY TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST N/A 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC TRUSTEE OF BROWN CAPITAL MANAGEMENT ESOP TRUST indirect 2016-10-01
BROWN CAPITAL MANAGEMENT ESOP TRUST SHAREHOLDER BROWN CAPITAL MANAGEMENT HOLDINGS, INC. 10/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BROWN CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2016-10-01

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