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 an SEC-registered hedge fund adviser that has been operating since 2015. Structured as a limited liability company and owned by an individual, the firm serves an institutional client base and focuses on managing pooled investment vehicles. Compensation is a mix of a percentage of assets under management and performance-based fees, and the firm also acts as sponsor, general partner and managing member for pooled vehicles it runs. FOX Run does not identify as an active ESG investor.

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

$32.5M in ETFs

Passive

100%

$32.5M

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	$9.4M	151,400	28.90%

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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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