Fox Run Management LLC

RIASEC Registered

Total AUM

$696M

Discretionary

$696M

100% of AUM

Avg account

$348M

Accounts

2

Employees

9

Advisory reps

3

Firm details

Headquarters: Greenwich, Connecticut
CRD number: 149092
Registered since: October 22, 2015
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fox Run Management LLC is an individually owned hedge fund adviser serving institutional clients. It manages pooled investment vehicles and is registered with the SEC, having registered in 2015. Its fee arrangements include fees based on assets under management and performance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$20.4M in ETFs

Passive

100%

$20.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE)	State Street	Passive	Equity Energy	$6.7M	108,900	32.78%

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Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Fairfield
Address: 115 E Putnam Ave
Time zone: ET (UTC-5)
Office locations

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