{
  "crd_number": 6857,
  "slug": "tweedy-browne-company-llc-stamford-ct-6857",
  "primary_business_name": "TWEEDY, BROWNE COMPANY LLC",
  "legal_name": "TWEEDY, BROWNE COMPANY LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1975-03-25",
  "years_registered": 51,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 7127568740.0,
  "raum_discretionary": 7127568740.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 39,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 206024903.0,
      "count": 7
    },
    "individuals": {
      "raum": 27082312.0,
      "count": 45
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 5144632245.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 180248702.0,
      "count": 4
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 370160416.0,
      "count": 142
    },
    "pooled_investment_vehicles": {
      "raum": 1155257869.0,
      "count": 15
    },
    "corporations_other_businesses": {
      "raum": 44162293.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/tweedy-browne.company",
    "https://tweedy.com",
    "https://tweedybrown.com",
    "https://tweedybrowne.com",
    "https://tweedyetfs.com",
    "https://tweedyfunds.com",
    "https://tweedymanaged.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/6857",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/tweedy-browne-company-llc-stamford-ct-6857",
  "display_name": "Tweedy, Browne Company LLC",
  "summary": "Tweedy, Browne Company LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 1975, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Tweedy, Browne Company LLC (CRD 6857): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Tweedy, Browne Company LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tweedy, Browne Company LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Tweedy, Browne Company LLC located?",
      "a": "Tweedy, Browne Company LLC's principal office is in Stamford, CT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Tweedy, Browne Company LLC registered with the SEC or a state?",
      "a": "Tweedy, Browne Company LLC is an SEC-registered investment advisory firm, registered since 1975. Status as filed: Approved. CRD 6857."
    },
    {
      "q": "How much does Tweedy, Browne Company LLC manage?",
      "a": "Tweedy, Browne Company LLC reports $7,127,568,740 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tweedy, Browne Company LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tweedy, Browne Company LLC: Regulatory assets under management: $12,317,643,040 in the October 2021 data and $7,127,568,740 in the October 2026 data, down 42%. Total employees: 44 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tweedy, Browne Company LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (142); individuals (other than high net worth individuals) (45); pooled investment vehicles (other than investment companies and business development companies) (15)."
    },
    {
      "q": "Which custodians does Tweedy, Browne Company LLC use?",
      "a": "Tweedy, Browne Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company, Pershing LLC and RBC Investor and Treasury Services as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tweedy, Browne Company LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/6857"
    },
    {
      "q": "What changed in Tweedy, Browne Company LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12317643040.0,
      "total_employees": 44,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12654858728.0,
      "total_employees": 42,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8898877903.0,
      "total_employees": 41,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8867067430.0,
      "total_employees": 42,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7265030665.0,
      "total_employees": 41,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7127568740.0,
      "total_employees": 39,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "RBC Investor and Treasury Services",
      "name_as_filed": "RBC INVESTOR AND TREASURY SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tweedy-browne-company-llc-stamford-ct-6857.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 27082312.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 142,
      "fewer_than_5": false,
      "raum": 370160416.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5144632245.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 1155257869.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 180248702.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 206024903.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 44162293.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/6857",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}