Firm profile

BRAVE WARRIOR ADVISORS, LLC

NEW YORK, NYCRD 108894Latest ADV April 6, 2026

Brave Warrior Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 6, 2026, reports $5.6B in regulatory assets under management, 6 employees, 4 offices, and 288 accounts.

Assets Under Management
$5.6B
Employees
6
Offices
4 offices
Total Clients
116
Primary office
NEW YORK, NY
12 EAST 49TH STREET, 31ST FL., NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 421-9760
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCODonna M. Martel-downing

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.7% of total clients.
Top client categories% of clientsClients
1
HNWI
70.7%
82
2
Individuals
13.8%
16
3
Charitable
6.9%
8
4
Corporations
5.2%
6
5
Pooled Investment Vehicles
3.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.6Bas of April 6, 2026
Discretionary100.0%
$5.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$5.6B
Total Accounts288
10Y AUM Change+$2.8B (+97.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee19:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.