BULL RUN INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- MCLEAN, Virginia
- CRD number
- 306763
- Website
- bullrunim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.23%
- Individuals17.97%
- Pension & Profit Sharing Plans6.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bull Run Investment Management LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-type services, and selection of outside managers. Bull Run does not position itself as an active ESG investor and does not appear to operate as a multi-state adviser. The firm’s practice emphasizes equity exposure and third‑party manager relationships alongside more traditional retail investment products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1CHRISTOPHER PASSARELLI
Founder & Chief Exceutive OfficerCRD 6810007
Contacts
1 of 1Eric Whittleton
Board AdvisorCRD 7986470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MCLEAN, VA
FAIRFAX
Location
MCLEAN, VA
Headquartered in MCLEAN, 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
- FAIRFAX
- Address
- 6731 Whittier Ave
- Time zone
- ET (UTC-5)
- Office locations
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