Trey Tune

Director/Board Member at FIDUS INVESTMENT CORPORATION

Net worth: 121 200 $ as of 2024-04-29

53 year

100 connections

Finance

Consumer Services

Miscellaneous

Profile

Mr. Edward X.
Tune is a Portfolio Manager at Brown Advisory LLC.
He provides strategic investment advice to individuals, families and related institutions.
He is also a Partner of the firm.
Prior to joining Brown Advisory, Mr. Tune was a managing director at Brown Brothers Harriman where he served in a variety of client-facing and leadership roles in Charlotte and Chicago for 14 years.
Most recently, he was chief operating officer and chief financial officer for BBH’s wealth management unit.
Prior to that, he served as a vice president and investment advisor with Stein Roe & Farnham in Chicago for 8 years.
He received his undergraduate degree from Washington & Lee University and an MBA from The University of Chicago Booth School of Business.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
FIDUS INVESTMENT CORPORATION 0.02%	2024-03-20	6,000 ( 0.02% )	121 200 $	2024-04-29

Trey Tune active positions

Companies	Position	Start
FIDUS INVESTMENT CORPORATION	Director/Board Member	2019-03-06
Brown Advisory LLC Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.	Portfolio Manager-Equities	2013-11-30

All active positions of Trey Tune

Former positions of Trey Tune

Companies	Position	End
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Director of Finance/CFO	2012-03-31
Stein Roe & Farnham, Inc. /Private Capital Management Div/	Corporate Officer/Principal	1998-12-30
IFF IFF Financial ConglomeratesFinance IFF engages in the provision of financial and lending services. It offers capital solutions, real estate services, community development, and policy and research services. The company was founded in 1988 and is headquartered in Chicago, IL.	Director/Board Member	-

See the detail of Trey Tune's experience

Training of Trey Tune

Washington & Lee University	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	5
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Finance
IFF IFF Financial ConglomeratesFinance IFF engages in the provision of financial and lending services. It offers capital solutions, real estate services, community development, and policy and research services. The company was founded in 1988 and is headquartered in Chicago, IL.	Finance
Stein Roe & Farnham, Inc. /Private Capital Management Div/	Miscellaneous
Brown Advisory LLC Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.	Finance
Fidus Investment Corp. Fidus Investment Corp. Investment ManagersFinance Fidus Investment Corp invests in lower middle market companies located in the United States & Canada with an EBITDA of greater than USD 3 million and revenues of USD 10 - 150 million. The fund focuses on a broad range of sectors and industries. It provides financing in the form of first lien, unitranche, second lien, mezzanine, preferred stock and common equity for buyout, change of control, business expansions, add-on acquisitions, transformational growth initiatives, refinancings and dividend recapitalizations with an investment size of USD 5 - 100 million. It also makes co-investments.	Finance

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