B
Brown University
RIA/Wealth
Brown University is a RIA/Wealth based in Mclean, VA led by David Alan Miller, reporting $827.9M in AUM as of Q3 2025 with 59% Financial Services concentration, with only 8 positions, and 33% allocation to OBDC.
FounderDavid Alan Miller
- Portfolio Value
- $169.1M
- Positions
- 8
- Top Holding
- OBDC at 32.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brown University's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Credit Services Financial Services | $55.5M | 32.85% | — | 0.85% 4.3M shares | |
Asset Management Financial Services | $43.5M | 25.73% | — | 0.39% 2.6M shares | |
Unknown Unknown | $34.7M | 20.54% | +$34.7M New | 0.56% 2.1M shares | |
Unknown Unknown | $14.0M | 8.30% | — | — 39.5K shares | |
ETF ETF | $13.8M | 8.17% | — | — 212.5K shares | |
Biotechnology Healthcare | $3.8M | 2.25% | — | 0.31% 718.5K shares | |
Biotechnology Healthcare | $2.4M | 1.43% | — | 0.74% 1.0M shares | |
Unknown Unknown | $1.2M | 0.73% | — | — 214.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brown University's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Brown University
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