|
⚲
|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001568621 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Brookfield Asset Management Inc | 0.1 | ||
| Markel Corp | 17.6 | 0.1 | |
| Applied Materials Inc /DE | 82.7 | 0.1 | |
| O Reilly Automotive Inc | 41.4 | 0.1 | |
| Aon Corp | 56.4 | 0.1 | |
| American Tower Corp /MA/ | 117.7 | 0.1 | |
| Carmax Inc | 15.1 | 0.1 | |
| Encore Capital Group Inc | 1.4 | 0.0 | |
| New Providence Acquisition Corp | 0.3 | 0.0 | |
| Cogent Communications Group Inc | 2.9 | 0.0 | |
| CDW Corp | 21.5 | 0.0 | |
| NVR Inc | 13.0 | 0.0 | |
| Restoration Hardware Holdings Inc | 6.0 | 0.0 | |
| Brookfield Asset Management Ltd | 74.0 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Hilton Worldwide Holdings Inc | 32.1 | 0.0 | |
| Danaher Corp /DE/ | 183.1 | 0.0 | |
| Transdigm Group Inc | 29.1 | 0.0 | |
| Shenandoah Telecommunications Co/Va/ | 1.1 | 0.0 | |
| American Woodmark Corp | 0.7 | 0.0 | |
| Walt Disney Co | 174.7 | 0.0 | |
| Floor & Decor Holdings Inc | 7.1 | 0.0 | |
| Warner Music Group Corp | 12.7 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 136 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 0.8 |
| By Discretionary | ||
| Discretionary | 181 | 0.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 181 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 181 | 0.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001568621] | |
| SC 13G | [0001568621] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rogers Wealth Group Inc
✚
|
TX | 0.8 |
|
GFG Capital LLC
✚
|
FL | 0.8 |
|
Cohalo Advisory LLC
✚
|
WA | 0.8 |
|
Rodgers Brothers Inc
✚
|
PA | 0.8 |
|
Fierston Financial Group Inc
✚
|
CT | 0.8 |
|
Inspire Advisors LLC
✚
|
ID | 0.8 |
|
Fielder Capital Group LLC
✚
|
TN | 0.8 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Investment Metrics LLC
✚
|
AZ | 0.8 |