Long Run Investment Management, LLC

Overview

Long Run Investment Management, LLC is a small, privately owned advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures client engagements with a mix of percentage-of-AUM, hourly and fixed-fee arrangements, which suggests flexibility in serving both ongoing advisory relationships and one-off planning engagements. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds—while the firm also uses third‑party hedge funds and corporate debt to broaden return and risk-management options. The adviser is not an active ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator. Given the firm’s size and client emphasis, its manager allocation approach appears pragmatic: core exposure via mutual funds supplemented by alternatives (hedge funds) for diversification and corporate debt for income/credit exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices