Runde & Co LLC

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Assets, Funds, Holdings

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Runde & Co LLC
CRD #106383
SEC #801-78804
CIK #
AUM $185.8 M (2025-03-31)
Employees 3 (67% Investors, 0% Brokers)
Phone206-323-2255
Address1420 5th Avenue
Seattle, WA 98101
Source [IAPD] [Website]
Total AUM ($M)
200160120804002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 43 176.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 7.7
(h) Charitable organizations 2 1.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 139 185.8
By Discretionary
Discretionary 139 185.8
Non-Discretionary 0 0.0
Total 139 185.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 185.8
Total 139 185.8
Comparable Firms State AUM ($B)
January Capital Advisors LLC
CA 0.2
Bersot Capital Management LLC
CA 0.2
Bankplus Wealth Management LLC
MS 0.2
DMC Group LLC
AL 0.2
Centricity Wealth Management LLC
OH 0.2
Brentview Investment Management LLC
IL 0.2
Ring Mountain Capital LLC
CA 0.2
Kestrel Investment Management Corp
CA 0.2
Virtue Asset Management LLC
IL 0.2
The Tenret Company LLC
FL 0.2
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