Outrunner Capital, LLC

RIASEC RegisteredEst. 2024
Total AUM
$498M
Discretionary
$283M
57% of AUM
Avg account
$3.1M
Accounts
163
Employees
4
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
331377
Registered since
May 14, 2024
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

FINTRX

Overview

Outrunner Capital, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company with individual ownership. The firm serves both high-net-worth individuals and institutions, offering financial planning and discretionary and non-discretionary portfolio management across individuals, small businesses, pooled vehicles and institutional clients. Outrunner acts as a capital allocator and provides manager selection services, and one of its business activities is other financial product distribution. Its fee arrangements include percentage-of-AUM and fixed fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Private Funds 43%, Exchange Traded Equities 22%, Cash & Cash Equivalents 18%, Public Funds/Mutual Funds 13%, US Government Bonds 2%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%43%
  • Private Funds43%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents18%
  • Public Funds/Mutual Funds13%
  • US Government Bonds2%

Owners & executives

2 of 2
  • Jonathan Levy

    Jonathan Levy

    Managing Member And Chief Compliance OfficerCRD 6227273

  • Branko Martinez Pejnovich

    Branko Martinez Pejnovich

    Chief Operating OfficerCRD 6326208

Contacts

1 of 1
  • Erik Cohen

    Erik Cohen

    Co-FounderCRD 6140234

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth