Alex. Brown & Sons - aVenture Asset Manager Research
Location
Baltimore, MD, US
Founded
1800
Alex. Brown, a division of Raymond James, offers wealth management and investment services to individual and institutional investors. With a rich history dating back to 1800 as the first investment bank in the United States, the firm focuses on providing comprehensive financial solutions across various sectors and stages of investment.
Alex. Brown's portfolio includes notable companies such as Ingenio and Sarcos Technology & Robotics. The firm's investment approach is rooted in a tradition of integrity and client-first principles. Alex. Brown leverages its extensive experience and holistic consulting approach to guide both individual and institutional investors in managing their wealth and upholding their fiduciary responsibilities.
Alex. Brown & Sons - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count1
Total Portfolio Exits1
Top Investment Stages
Series B1 (50.0%)
Series C1 (50.0%)
Stage Mix
Series B 50%Series C 50%
Concentration shown as share of disclosed investments by stage.
