October 25, 2016 6:44 PM ET

Capital Markets

Company Overview of Brinker Capital Holdings, Inc.

Company Overview

Brinker Capital Holdings, Inc., an investment management company, provides managed account and mutual fund investment programs to individual and institutional investors in the United States. It offers investment manager due diligence, asset allocation, portfolio construction, and client communication services to financial advisors. The company also provides online investment advisory and wealth management tools, trust and lending service, specialized investment management services, hedge fund and principal protected investment strategies, and sales and marketing services. Brinker Capital Holdings, Inc. was founded in 1987 and is headquartered in Berwyn, Pennsylvania.

1055 Westlakes Drive

Suite 250

Berwyn, PA 19312

United States

Founded in 1987





Key Executives for Brinker Capital Holdings, Inc.

Chief Executive Officer, Member of Investment Management Committee, and Member of Finance Committee
Founder and Executive Chairman
Chief Financial Officer
Director of Operations
Managing Director of National Accounts
Compensation as of Fiscal Year 2016.

Brinker Capital Holdings, Inc. Key Developments

Brinker Capital Partners with Adhesion to Deliver Multi-Asset Class Investment Solutions to RIAs on Adhesion’s Unified Managed Account Platform

Brinker Capital announced that it has partnered with Adhesion Wealth Advisor Solutions to make Destinations and Destinations ETFh products available to the RIAs on its platform. Through the partnership, all Adhesion’s RIA clients that custody at Charles Schwab, Fidelity, Pershing, and TD Ameritrade will have access to Brinker Capital’s multi-asset class investment products that seek to provide consistent, risk-adjusted returns and downside protection. Destinations is a mutual fund solution that features seven risk-based portfolios, available as qualified or taxable models. Expanding beyond Destinations’ exclusive use of mutual funds, Destinations ETFh introduces ETF’s to provide exposures in more efficient asset classes, more direct or concentrated exposures, and niche strategies not available in a mutual fund format. Destinations ETFh uses actively managed funds where viable ETF options are not available, for less efficient asset classes, and any other areas consistently successful active managers can provide a significant advantage.

Brinker Capital Holdings, Inc. Presents at The RIA East Investment Forum, Jun-28-2016 10:40 AM

Brinker Capital Holdings, Inc. Presents at The RIA East Investment Forum, Jun-28-2016 10:40 AM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: John E. Coyne, Vice Chairman, Chairman of the Best Practices Committee, Member of Management Committee, Member of Finance Committee and Member of the Investment Committee.

Brinker Capital, Inc. Announces Changes Within its Investment Team

Brinker Capital, Inc. announced changes within its investment team. Chief Investment Officer, Bill Miller has resigned, effective immediately. Jeff Raupp, currently Senior Investment Manager, and Chris Hart, currently Core Investment Manager, have been promoted to Senior Vice Presidents and have assumed leadership of Brinker Capital’s investment team on an interim basis, reporting to Chuck Widger, Executive Chairman. Jason Moore, formerly Managing Director at Morgan Stanley Wealth Management, will be joining Brinker Capital on June 8, 2016 as its Chief Administrative Officer. He will be responsible for the administrative management of the investment team.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Brinker Capital Holdings, Inc., please visit www.brinkercapital.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.