Brown Advisory 2026 DSOF Files D, Exempt Offering Under 3(c)(7)

TL;DR

**Brown Advisory's private fund just filed a D, signaling an exempt offering to qualified purchasers.**

AI Summary

Brown Advisory Investors 2026 - DSOF, LLLP filed a Form D on March 24, 2026, indicating a notice of exempt offering of securities. This filing specifies that the company operates under Section 3(c)(7) of the Investment Company Act, meaning it is a private investment fund that sells securities only to qualified purchasers. For investors, this matters because it signals that the fund is raising capital from sophisticated investors, which can be a positive indicator of its perceived value and future growth potential, though it offers no direct public investment opportunity.

Why It Matters

This filing indicates Brown Advisory Investors 2026 - DSOF, LLLP is raising capital from qualified purchasers, suggesting growth plans for this private fund.

Risk Assessment

Risk Level: low — This is a routine notice of an exempt offering for a private fund, not directly impacting public shareholders.

Analyst Insight

Investors should note this filing indicates a private fund raising capital from qualified purchasers, but it does not offer a direct public investment opportunity or immediate action for public market investors.

Key Players & Entities

• Brown Advisory Investors 2026 - DSOF, LLLP (company) — the filer of the Form D
• 0002123374 (company) — the CIK of the filer
• 2026-03-24 (date) — the filing and effectiveness date of the Form D
• Section 3(c)(7) (other) — the specific exemption under the Investment Company Act

FAQ

Key Financial Figures

• $1 — enues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,
• $1,000,000 — No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,
• $5,000,000 — Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001
• $1,000,001 — e   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000
• $5,000,001 — $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000
• $25,000,000 — $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001
• $25,000,001 — $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,0
• $50,000,000 — 5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,0
• $100,000,000 — 25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $1
• $50,000,001 — 0,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   O

Filing Documents

• primary_doc.html (D)
• primary_doc.xml (D) — 8KB
• 0002123374-26-000001.txt ( ) — 9KB

From the Filing

Form D FORM D Notice of Exempt Offering of Securities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. OMB APPROVAL OMB Number: 3235-0076 Estimated Average burden hours per response: 4.0 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) None Entity Type Corporation Limited Partnership   Limited Liability Company   General Partnership   Business Trust Other Limited Liability Limited Partnership   Name of Issuer   Brown Advisory Investors 2026 - DSOF, LLLP Jurisdiction of Incorporation/Organization DELAWARE   Year of Incorporation/Organization Over Five Years Ago Within Last Five Years (Specify Year) 2026 Yet to Be Formed           2. Principal Place of Business and Contact Information Name of Issuer   Brown Advisory Investors 2026 - DSOF, LLLP Street Address 1 Street Address 2   901 SOUTH BOND STREET, SUITE 400     BALTIMORE   MARYLAND     21231   410-537-5400   3. Related Persons Last Name First Name Middle Name Brown Advisory Investment Solutions Group LLC N/A Street Address 1 Street Address 2   901 South Bond Street, Suite 400       Baltimore   MARYLAND   21231   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) General Partner of the Issuer Last Name First Name Middle Name White William O. Street Address 1 Street Address 2   901 South Bond Street, Suite 400       Baltimore   MARYLAND   21231   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Chief Operating Officer of the General Partner of the Issuer Last Name First Name Middle Name Fitzwilliams Logie Street Address 1 Street Address 2   901 South Bond Street, Suite 400       Baltimore   MARYLAND   21231   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Co-President and Co-CEO of the General Partner of the Issuer Last Name First Name Middle Name Hankin Michael D. Street Address 1 Street Address 2   901 South Bond Street, Suite 400       Baltimore   MARYLAND   21231   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Co-President and Co-CEO of the General Partner of the Issuer 4. Industry Group   Agriculture Banking & Financial Services     Commercial Banking     Insurance   Investing     Investment Banking     Pooled Investment Fund Hedge Fund Other Investment Fund Private Equity Fund Venture Capital Fund *Is the issuer registered as an investment company under the Investment Company Act of 1940? Yes  No   Other Banking & Financial Services   Business Services Energy     Coal Mining     Electric Utilities     Energy Conservation     Environmental Services     Oil & Gas     Other Energy Health Care     Biotechnology     Health Insurance     Hospitals & Physicians     Pharmaceuticals     Other Health Care                         Manufacturing Real Estate   Commercial   Construction   REITS & Finance   Residential Other Real Estate   Retailing Restaurants Technology   Computers   Telecommunications   Other Technology Travel   Airlines & Airports   Lodging & Conventions   Tourism & Travel Services   Other Travel Other        5. Issuer Size Revenue Range Aggregate Net Asset Value Range No Revenues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   Over $100,000,000   Decline to Disclose   Decline to Disclose   Not Applicable   Not Applicable   6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply) Rule 504(b)(1) (not (i), (ii) or (iii)) Rule 506(b)         Rule 504 (b)(1)(i) Rule 506(c) Rule 504 (b)(1)(ii) Securities Act Section 4(a)(5) Rule 504 (b)(1)(iii) Investment Company Act Section 3(c) Section 3(c)(1) Section 3(c)(9) Section 3(c)(2) Section 3(c)(10) Section 3(c)(3) Section 3(c)(11) Section 3(c)(4) Section 3(c)(12) Section 3(c)(5) Section 3(c)(13) Section 3(c)(6) Section 3(c)(14) Section 3(c)(7)     7. Type of Filing   New Notice Date of First Sale   2026-03-16   First Sale Yet to Occur   Amendment     8. Duration of Offering Does the Issuer intend this offering to last more than one year?   Yes   No     9. Type(s) of Securities Offered (select all that apply) Pooled Investment Fund Interests Equity Tenant-in-Common Securities Debt Mineral Property Securities Option, Warrant or Other Right to Acquire Another Security Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security Other (describe)       10. Business Combination Transaction Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer?   Yes   No Clarification o

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View this D filing on SEC EDGAR