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Building 2BROAD RUN INVESTMENT MANAGEMENT, LLC

Map pinARLINGTON, VA
Phone703-260-1260
NotebookSEC #801-77021
Total AUM
$681.8M
Employees
6
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1530 WILSON BLVD
SUITE 530
ARLINGTON
VA 22209
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
703-260-1260

ReceiptFinancials

Total AUM
$681.8M
Accounts
140
Discretionary
$681.8M
Accounts
140
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$9.4M
HNW Individual Clients
111
AUM
$134.6M
Investment Company Clients
1
AUM
$513.2M
Pooled Vehicle Clients
1
AUM
$7.1M
Charitable Organization Clients
7
AUM
$17.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGAILLAMDNJNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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