TWEEDY, BROWNE COMPANY LLC
SEC RegisteredHeritage. Framework. Purpose. Passion. Discipline. Patience. Commitment.
About the firm
Founded in 1920, Tweedy, Browne is principally engaged in the management of global, international and US/ADR value equity portfolios for institutional and individual clients. As an investment adviser focused on value investing, they use an intensive research and valuation process to identify companies trading at discounts from estimates of their intrinsic values. Value investing is their only business, and members of their Investment Committee are encouraged to invest alongside clients in pooled vehicles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Management of global, international, and US/ADR value equity portfolios, offered through mutual funds, UCITS funds, partnerships, managed accounts, and ETFs
Who they serve
Institutional and individual clients, including value investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $27M |
| High Net Worth Individuals | 142 | $370M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 15 | $1.2B |
| Charitable Organizations | 4 | $180M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Private Account - Global/International Strategy | 1.50% |
| Private Account - U.S. Equity/ADR (first $25M) | 1.50% |
| Private Account - U.S. Equity/ADR (above $25M) | 1.25% |
| Private Account - Global High Dividend Strategy | 1.25% |
| Institutional Account (first $100M) | 0.85% |
| Institutional Account (above $100M) | 0.75% |
| US Mutual Funds (TBIVF II, TBVF, TBWHDF) | 1.25% |
| TBIVF (up to $10.3B) | 1.25% |
| TBIVF (above $10.3B) | 0.75% |
| ETFs (Insider + Value ETFs) | 0.80% |
| LLCs (quarterly at 0.3125%) | 1.25% |
| Luxembourg Sub-Funds (Investor Share class) | 1.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TWEEDY, BROWNE COMPANY LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched