FOX Run Management LLC

RIASEC RegisteredEst. 2015

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 a privately held hedge fund manager organized as an LLC and SEC-registered since 2015. The firm focuses on managing pooled investment vehicles for institutional clients and acts as sponsor/GP/managing member for those vehicles. Ownership is held by an individual and the firm charges a combination of a percentage-of-assets fee and performance-based fees. It does not position itself as an ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting services.

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

1 of 1

Sandeep Kumar
Chief Investment OfficerCRD 4826390

Contacts

2 of 2

Anders Klein
Managing PartnerCRD 1340122
Mackay Eveland
OperationsCRD 6303413

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 7

Active vs passive

$14.3M in ETFs

Passive

100%

$14.3M

Active

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%

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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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