|
⚲
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| Broad Run Investment Management LLC
✚
| |
|---|---|
| CRD # | 165067 |
| SEC # | 801-77021 |
| CIK # | 0001568621 |
| AUM | $835.7 MM (2024-03-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 703-260-1260 |
| Address | 1530 Wilson Blvd Arlington, VA 22209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| BN | 0.1 | ||
| MKL | 17.6 | 0.1 | |
| AMAT | 82.7 | 0.1 | |
| ORLY | 41.4 | 0.1 | |
| AON | 56.4 | 0.1 | |
| AMT | 117.7 | 0.1 | |
| KMX | 15.1 | 0.1 | |
| ECPG | 1.4 | 0.0 | |
| ASTS | 0.3 | 0.0 | |
| CCOI | 2.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 136 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 0.8 |
| By Discretionary | ||
| Discretionary | 181 | 0.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 181 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 181 | 0.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001568621] | |
| SC 13G | [0001568621] |
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|---|---|---|
|
Rogers Wealth Group Inc
✚
|
TX | 0.8 |
|
GFG Capital LLC
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FL | 0.8 |
|
Cohalo Advisory LLC
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WA | 0.8 |
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Rodgers Brothers Inc
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PA | 0.8 |
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Fierston Financial Group Inc
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CT | 0.8 |
|
Inspire Advisors LLC
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ID | 0.8 |
|
Fielder Capital Group LLC
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TN | 0.8 |
|
Brand Asset Management Group Inc
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|
MO | 0.8 |
|
Hutchinson Capital Management
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|
CA | 0.8 |
|
Investment Metrics LLC
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|
AZ | 0.8 |