BROAD RUN INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$682M

Discretionary

$682M

100% of AUM

Avg account

$4.9M

Accounts

140

Employees

Advisory reps

Firm details

Headquarters: ARLINGTON, Virginia
CRD number: 165067
Registered since: August 15, 2012
Website: broadrunllc.com
Custodians: PNC INVESTMENTS LLC, CHARLES SCHWAB & CO., INC., SCM DMA (MAURITIUS) LIMITED, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: Investment Companies75.28%
HNWI19.74%
Charitable Organizations2.56%
Individuals1.37%
Pooled Investment Vehicles1.05%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Broad Run Investment Management, LLC is an independent, owner-operated registered investment adviser formed in 2012. The firm operates on a percentage-of-AUM fee model and serves both individual and family clients as well as institutional investors. Its advisory mandate is focused on discretionary portfolio management across several client types: individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Broad Run identifies as not being an active ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Non-Exchange Traded Equities2%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

BRYAN ADKINS
Chief Operating Officer & Chief Compliance OfficerCRD 6261256

Contacts

3 of 4

Claire Spirtas-Hurst
Business Development and Client Relations AssociateCRD 8089939
IRA ROTHBERG
Managing Member and Portfolio ManagerCRD 2964146
BRIAN MACAULEY
Co-Founder & Portfolio ManagerCRD 2914250