Statements of Condition
| Years ended December 31, | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ($ in thousands) | 2021 | 2022 | 2023 | 2024 | 2025 | ||||||||||||||||||||||||||||||||||||
| ASSETS | |||||||||||||||||||||||||||||||||||||||||
| Cash & Due from Banks | $2,393,325 | $2,769,848 | $2,866,128 | $2,470,882 | $2,499,133 | ||||||||||||||||||||||||||||||||||||
| Time Deposits | - | - | 100,000 | 50,000 | 50,000 | ||||||||||||||||||||||||||||||||||||
| U.S. Government/Agency Securities | 81,427 | 75,099 | 83,000 | 85,492 | 88,863 | ||||||||||||||||||||||||||||||||||||
| State & Municipal Securities | 939,414 | 848,027 | 909,821 | 980,730 | 1,019,200 | ||||||||||||||||||||||||||||||||||||
| 3,414,166 | 3,692,974 | 3,958,949 | 3,587,104 | 3,657,196 | |||||||||||||||||||||||||||||||||||||
| Overdrafts | 765,625 | 323,781 | 461,536 | 267,765 | 213,830 | ||||||||||||||||||||||||||||||||||||
| Loans, net of allowance for credit losses | 2,249,553 | 2,135,485 | 1,896,946 | 2,155,133 | 2,452,629 | ||||||||||||||||||||||||||||||||||||
| Trading Assets | 486,570 | 493,970 | 181,635 | 564,936 | 124,205 | ||||||||||||||||||||||||||||||||||||
| Interest & Other Receivables | 440,004 | 537,664 | 516,003 | 440,206 | 460,867 | ||||||||||||||||||||||||||||||||||||
| Premises & Equipment, net | 35,589 | 238,703 | 213,072 | 199,684 | 191,824 | ||||||||||||||||||||||||||||||||||||
| Other Assets | 174,502 | 217,676 | 259,829 | 268,178 | 243,246 | ||||||||||||||||||||||||||||||||||||
| TOTAL ASSETS | $7,566,009 | $7,640,253 | $7,487,970 | $7,483,006 | $7,343,797 | ||||||||||||||||||||||||||||||||||||
| LIABILITIES & CAPITAL | |||||||||||||||||||||||||||||||||||||||||
| Deposits | $5,049,872 | $4,913,611 | $4,652,596 | $5,255,217 | $4,861,788 | ||||||||||||||||||||||||||||||||||||
| Accrued Expenses | 401,341 | 391,569 | 378,422 | 421,322 | 442,451 | ||||||||||||||||||||||||||||||||||||
| Trading Liabilities | 650,484 | 645,674 | 807,084 | 216,428 | 336,217 | ||||||||||||||||||||||||||||||||||||
| Other Liabilities | 371,416 | 626,930 | 588,874 | 525,170 | 624,990 | ||||||||||||||||||||||||||||||||||||
| 6,473,113 | 6,577,784 | 6,426,976 | 6,418,137 | 6,265,446 | |||||||||||||||||||||||||||||||||||||
| Partnership Capital | 1,040,000 | 1,060,000 | 1,060,000 | 1,060,000 | 1,060,000 | ||||||||||||||||||||||||||||||||||||
| Accumulated Other Comprehensive Income | 52,896 | 2,469 | 994 | 4,869 | 18,351 | ||||||||||||||||||||||||||||||||||||
| TOTAL LIABILITIES & CAPITAL | $7,566,009 | $7,640,253 | $7,487,970 | $7,483,006 | $7,343,797 | ||||||||||||||||||||||||||||||||||||
| Liquid Assets/Assets | 45.1% | 48.3% | 52.9% | 47.9% | 49.8% | ||||||||||||||||||||||||||||||||||||
| Overdrafts and Loans/Assets | 39.9% | 32.2% | 31.5% | 32.4% | 36.3% | ||||||||||||||||||||||||||||||||||||
| Deposits/Liabilities | 78.0% | 74.7% | 72.4% | 81.9% | 77.6% | ||||||||||||||||||||||||||||||||||||
| The consolidated statements of financial condition of Brown Brothers Harriman & Co. and Subsidiaries, including the related notes (referred to as the “consolidated statements of financial condition”), are available upon request. The consolidated statements of financial condition have been audited by PricewaterhouseCoopers LLP. | |||||||||||||||||||||||||||||||||||||||||
Partners As of 1/1/2026 | |
|---|---|
| Thomas E. Berk | Bradley M. Langer |
| Taylor S. Bodman | Christopher J. McCabe |
| Suzanne E. Brenner | Michael J. McDonald |
| Christian M. Brunet | Shawn R. McNinch |
| Hilary M. Capay | Jeffrey B. Meskin |
| Valentino D. Carlotti | Yukinori Nagahisa |
| G. Scott Clemons | Seán Páircéir |
| Geoffrey M. Cook | Justin V. Reed |
| Jean-Marc Crépin | Christopher C. Remondi |
| Thomas J. Davis | Jeffrey A. Schoenfeld |
| Orla E. Foley | Noriyasu Sonobe |
| Kathryn C. George | Kevin W. Stone |
| Lorrie L. Gordon | W. Carter Sullivan III |
| Christopher Gothard | Andrew J. F. Tucker |
| Lewis J. Hart III | William B. Tyree |
| Neil M. Hohmann | Maroa C. Velez |
| William H. Hyder | William J. Whelan, Jr. |
| Charles O. Izard | Richard H. Witmer, Jr. |
| Radford W. Klotz | |
Limited Partners As of 1/1/2026 | |
|---|---|
| Brian A. Berris | Jared S. Keyes |
| John J. Borland | Susan C. Livingston |
| Timothy J. Connelly | Hampton S. Lynch, Jr. |
| Douglas A. Donahue, Jr. | Michael W. McConnell |
| Anthony T. Enders | John P. Molner |
| Alexander T. Ercklentz | John A. Nielsen |
| John A. Gehret | Jean-Pierre Paquin |
| Elbridge T. Gerry, Jr. | Eugene C. Rainis |
| Kristen F. Giarrusso | A. Heaton Robertson III |
| Ronald J. Hill | William E. Rosensweig |
| Landon Hilliard | Lawrence C. Tucker |
| Michael R. Keller | |
Principals As of 1/1/2026 | |
|---|---|
| Christopher D. Adams | Kerri L.S. Mast |
| Daniel J. Arciola | Beth V. Maury |
| Randall P. Ayer, Jr. | Michael F. McGovern |
| Mark S. Balcom | Amy L. Morris |
| Daniel Becker | Sarah O'Donnell |
| Michael A. Boylan | J. Clark O'Donoghue |
| Joseph W. Chott | Alan O'Sullivan |
| Andrew C. Craswell | Matthew R. Pemberton |
| Dennis M. Cronin | Ivan A. Pirzada |
| Paul A. D’Attanasio | Elizabeth E. Prickett |
| Anthony V. DePalma, Jr. | Elizabeth Rand |
| Manuel Dienhart | F. Meade Reynolds |
| Travis V. Dunn | Phillip C. Ross |
| Joshua M. Fine | Matthew H. Salsbury |
| Eoin Fitzgerald | John C. Santos, Jr. |
| William S. Grant | Scott F. Schultz |
| Daniel J. Greifenkamp | Jeffrey J. Scott |
| Richard D. Ham | John M. Secor |
| Matthew P. Heffernan | Brett D. Sovine |
| Joseph E. Hendry, III | Ilene F. Spitzer |
| Scott R. Hill | Gregory S. Steier |
| Andrew P. Hofer | David E. Sternberg |
| Sarah A. Holmes | Diane Z. Teed |
| Alison K. Hutchinson | Daniel Walker |
| Ana P. Kang | John C. Walsh |
| Lauren C. Kayola | Patrick J. Walsh |
| R. Patrick Kruczek | Seth C. Ward |
| Paul E. Kunz | Philip W. Warner, Jr. |
| James K. LaCasse | Kevin M. Welch |
| Andrew J. Levy | Hayley A. Xuereb |
| Jonathan E. Mack | Richard T. Yeh |
| Nichol A. MacManus | |
