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 operates as an independent, individually owned registered investment adviser organized as an LLC. The firm manages portfolios for both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting and selecting other advisers. The firm is identified as a capital allocator, which aligns with its use of third‑party alternative managers alongside traditional products. It does not report active ESG investing and is not positioned as a multi‑state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Christopher Passarelli
Founder & CEOCRD 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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