FOX Run Management LLC
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
FINTRXOverview
FOX Run Management LLC is an SEC-registered hedge fund adviser formed as an LLC in 2015 and owned by an individual. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles. It also acts as sponsor, general partner and managing member for those vehicles rather than operating solely as a sub-adviser or distributor. Its fees combine a percentage-of-AUM component with performance-based fees, consistent with hedge-fund economics. FOX Run does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Sandeep Kumar
Chief Investment OfficerCRD 4826390
Contacts
2 of 2Anders Klein
Managing PartnerCRD 1340122
Mackay Eveland
OperationsCRD 6303413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$14.3M in ETFs
100%
$14.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF) | State Street | Passive | Financial | $3.9M | 72,800 | 27.33% |
Location
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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