OUTRUNNER CAPITAL, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 331377
- Registered since
- May 14, 2024
- Website
- outrunnercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.01%
- Corporations / Businesses34.61%
- Pooled Investment Vehicles6.32%
- Charitable Organizations2.56%
- Individuals0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Outrunner Capital, LLC is an independent, individually owned registered investment adviser that appears on the SEC register as of 2024. The firm functions as a capital allocator and serves both high-net-worth individuals and families as well as institutional clients. Its advisory footprint covers financial planning and portfolio management across individual and business clients, pooled investment vehicles, and it offers selection of other advisers. Outrunner also conducts broader financial product sales alongside advisory services. The firm charges clients using a mix of percentage-of-AUM and fixed fees. It is not identified as an active ESG investor and its regulatory profile indicates it is not a multi-state adviser or a newly formed adviser despite the recent SEC registration year.
Assets & Accounts
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
- Private Funds43%
- Exchange Traded Equities22%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds13%
- US Government Bonds2%
Owners & executives
2 of 2BRANKO MARTINEZ PEJNOVICH
Chief Operating OfficerCRD 6326208
JONATHAN LEVY
Managing Member And Chief Compliance OfficerCRD 6227273
Contacts
1 of 1ERIK COHEN
Co-FounderCRD 6140234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3500 Oakmont Blvd
- Time zone
- CT (UTC-6)
- Office locations
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