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 SEC-registered institutional RIA formed as an LLC in 2012 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its core advisory work is portfolio management across a range of account types: individual and small-business portfolios, investment companies, pooled vehicles, and institutional or business accounts. Broad Run does not identify as an active ESG investor and is not configured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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