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Brinker Capital Investments
Brinker Capital Investments was founded in 1987 by Charles Widger and is headquartered in Berwyn, Pennsylvania.
Brinker Capital Investments
Brinker Capital Investments was founded in 1987 by Charles Widger and is headquartered in Berwyn, Pennsylvania. The firm operates as a manager-of-managers, constructing portfolios by allocating capital to external investment managers across multiple asset classes. Historically, it has focused on serving financial advisors and institutions, providing outsourced CIO services rather than managing assets in-house. The firm's strategy involves due diligence and selection of third-party funds, offering diversified exposure through fund-of-funds vehicles, including mutual funds and separately managed accounts. BIC has maintained a presence across US equity, fixed income, and alternative asset classes. Its platform has included a range of asset-allocation products such as the Brinker Capital Destinations Trust and managed ETF portfolios. Key personnel include Managing Director Mike Osborn, who oversees advisor relationships, alongside a team that supports the firm's investment committee. The firm does not publicly disclose AUM or recent deployment numbers, and its website provides limited detail on current holdings. Brinker Capital Investments operates a distinct model from a traditional family office, functioning as an SEC-registered investment adviser with a multi-manager structure.
General information
Firm type
Multi Family Office
Year founded
1987
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berwyn
Corporate office
Berwyn, PA, United States
Principals
Charles Widger
Founder
Mike Osborn
Managing Director
Sector focus
Frequently asked questions
Who founded Brinker Capital Investments?
Charles Widger founded Brinker Capital Investments in 1987 (public record). Widger also established the Brinker Capital Charitable Foundation, though the firm's wealth origin is not publicly attributed to a specific family.
Does Brinker Capital Investments operate as a family office or a traditional asset manager?
Brinker Capital Investments is an SEC-registered investment adviser operating as a fund-of-funds manager (per SEC filing). It is not structured as a single-family office, instead managing assets for intermediaries and institutions.
What investment vehicles does Brinker Capital Investments use?
The firm has offered mutual funds through the Brinker Capital Destinations Trust, as well as separately managed accounts and ETF portfolios (per public prospectus filings). Its model emphasizes allocating to external managers rather than direct investments.
What is Brinker Capital Investments' known geographic footprint?
The firm is headquartered in Berwyn, Pennsylvania, and its activities focus on US markets. There is no public evidence of international offices.
Does Brinker Capital Investments make direct investments?
No. The firm's stated model is to select and allocate to third-party managers across asset classes (per its own regulatory filings). It does not deploy capital directly into companies or real estate.
Who leads investment decisions at Brinker Capital Investments?
Investment decisions are made by an investment committee that includes Managing Director Mike Osborn and other senior professionals (per public sources). The firm does not publicly name a single CIO.
Where can I find Brinker Capital Investments' current portfolio holdings?
The firm does not publish a public list of cash positions. Its fund-of-funds structure means holdings are the underlying fund managers' portfolios, which are disclosed in periodic shareholder reports for its registered funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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