Broad Run Investment Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$682M
Discretionary
$682M
100% of AUM
Avg account
$4.9M
Accounts
140
Employees
6
Advisory reps
5

Firm details

Headquarters
Arlington, Virginia
CRD number
165067
Registered since
August 15, 2012
Custodians
PNC INVESTMENTS LLC, CHARLES SCHWAB & CO., INC., SCM DMA (MAURITIUS) LIMITED, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies75.28%
  • HNWI19.74%
  • Charitable Organizations2.56%
  • Individuals1.37%
  • Pooled Investment Vehicles1.05%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Broad Run Investment Management, LLC is an SEC-registered, LLC-structured investment adviser that has operated since 2012. It positions itself as an institutional RIA serving both individual and family clients as well as institutional accounts. The firm charges fees as a percentage of assets under management and provides portfolio management across a range of account types, including separate accounts for individuals and small businesses, pooled investment vehicles, investment companies, and portfolios for businesses or other institutions. Broad Run does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Ownership is held by an individual; the firm’s offerings emphasize discretionary portfolio management rather than consulting or pension-specific services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Bryan Adkins

    Bryan Adkins

    Chief Operating Officer & Chief Compliance OfficerCRD 6261256

Contacts

3 of 4
  • Claire Spirtas-Hurst

    Claire Spirtas-Hurst

    Business Development and Client Relations AssociateCRD 8089939

  • Ira Rothberg

    Ira Rothberg

    Managing Member and Portfolio ManagerCRD 2964146

  • Brian Macauley

    Brian Macauley

    Co-Founder & Portfolio ManagerCRD 2914250

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
1530 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth