Willow Run Advisors

RIASEC RegisteredEst. 2026

Total AUM

$2.2B

Discretionary

0% of AUM

Avg account

$110M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 343930
Registered since: September 8, 2026
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Willow Run Advisors is a limited liability company that positions itself as an institutional-focused investment adviser and capital allocator. The firm is SEC-registered (registered in 2026) and is owned by a combination of a domestic entity and an individual. Its revenue model combines a percentage-of-assets-under-management component with fixed-fee arrangements. The firm’s advisory scope covers financial planning and portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Willow Run Advisors also performs manager selection and oversight, acting as an allocator that hires or directs other advisers. The firm is not described as an active ESG investor.