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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3
Registration SEC, Approved, 4/20/1987
AUM* 5,235,785,937 33.11%
of that, discretionary 5,235,785,937 33.11%
Private Fund GAV* 227,462,359 29.40%
Avg Account Size 18,435,866 31.24%
% High Net Worth 71.55% -1.62%
SMA’s Yes
Private Funds 4
Contact Info 212 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 3B 2B 1B 629M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$227,462,359

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Brochure Summary

Overview

Brave Warrior’s investment strategy focuses on clients investing in a limited number of long equity positions. Investments are made in demonstrably healthy businesses that Brave Warrior believes will be successful in the long-term. Brave Warrior endeavors to buy at prices that will protect clients’ capital from substantial erosion should fundamentals diverge from expectations. Clients’ assets under management are invested in securities chosen entirely at the discretion of the Advisor (provided that a client may specifically request that their account not be invested in a particular security for legal or special concerns) after the Advisor explains its investment approach and ascertains that the client is generally prepared to invest at least $5 million as a long-term investment in the equity markets without specialized needs that would require modification of the portfolio of stocks. Brave Warrior was founded in 2009 and is solely owned by Glenn H. Greenberg (the “Principal”). Effective as of October 14, 2022, Glenn H. Greenberg established 281 DBE LLC and since March 2, 2023, he currently provides his services as Chief Investment Officer and other portfolio management services through 281
DBE LLC to Brave Warrior. While the services are now provided through an entity, there has not been any change of control of the ownership of Brave Warrior, which continues to be owned by Glenn H. Greenberg. Glenn H. Greenberg continues to exercise the day-to-day control of Brave Warrior. 281 DBE LLC now has responsibility for the investment decisions for Brave Warrior. As of December 31, 2023, Brave Warrior managed approximately $5,235,785,937 of regulatory assets under management on a discretionary basis on behalf of approximately 284 accounts. Clients of Brave Warrior include Separately Managed Account (“SMA”) Clients and Private Fund Clients, which include the Brave Warrior Ranger Accredited, LP, Brave Warrior Ranger Fund (BVI) Ltd, Brave Warrior Ranger Fund, LP and Brave Warrior Ranger Qualified, LP, collectively, the “Private Funds”. The Private Funds were formerly known as the AVM Ranger Accredited, LP, AVM Ranger Fund (BVI) Ltd, AVM Ranger Fund, LP and AVM Ranger Qualified, LP, and were sub- advised by Brave Warrior from June 2020 through March 2021 on behalf of Arlington Value Capital, LLC. The SMA Clients and Private Fund Clients are collectively referred to in this brochure as the “Clients.”