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Bull RUN Investment Management LLC

Bull RUN Investment Management LLC. CRD 306763

Bull RUN Investment Management LLC logo

CRD: 306763

Bull RUN Investment Management LLC

Mclean, VA, 22101
7033446844
www.bullrunim.com
$56.2M Total AUM
$56.2M Disc. AUM
-- 3Y CAGR
1 Employees
103 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · TD Ameritrade
Clients
Retail and Institutional
Platforms
Signal beaconOak +more
Established Date
03-06-2020
Office Locations
1

Office Locations

6731 Whittier Avenue Suite #200 Mclean VA

About Bull RUN Investment Management LLC

Bull Run Investment Management offers innovation-focused, concentrated active equity strategies alongside comprehensive wealth management for individuals, business owners, and philanthropic organizations. Portfolios are built around risk tolerance, tax structure, and time horizon, combining fundamental research in high-growth areas like AI, cloud infrastructure, and SaaS with planning, tax strategy, and trust coordination to pursue long-term capital appreciation versus benchmarks such as the S&P 500.

Team overview

26 AVG AGE
$56.2M AVG AUM / ADVISOR
$545.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Insight Oak Peak Crest alpha Crest Wave wave Delta bridge

Client Personas

Atlas value Unison Oak momentum

CRM

Wave glacier

Custodian

Focus Summit Unison focus Pathway beacon Peak Pathway Pioneer Optima Glacier vector Pathway Signal Unison Harbor element

Investment Themes

Alpha insight Crest glacier Alpha meridian Legacy capital Legacy harbor Capital timber Delta atlas Pathway prime Peak element Bridge

Investment Vehicles

Beacon vital Frontier Glacier beacon

Platform

Zenith North catalyst Beacon Vector

Services

Matrix alpha Signal Timber radial Timber peak Capital Wave fusion Catalyst Capital prime Delta harbor Alpha alpha Insight vector Wave Pioneer Zenith

Technology

Focus North Zenith horizon Vertex Signal optima Prime foundation Eagle value Alpha harbor Signal unison

Owner & Executives

C

CHRISTOPHER Michael PASSARELLI

Chief Compliance Officer, Chief Executive Officer, Managing Partner

CRD
#6810007
Ownership
75% or more
(593) 882-6802
vertex.frontier@momentumcapital.com
in linkedin.com/in/alpha-timber
E

Eric Patrick Whittleton

Advisor, BOARD ADVISOR

CRD
--
Ownership
10% but less than 25%
(358) 716-1454
glacier.insight@focuscapital.com
in linkedin.com/in/eagle-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,167,032 --
Non-Discretionary $0 --
Total $56,167,032 --

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Separately Managed Accounts

Total SMA Asset: $56,167,032

$56.2M Total SMA
Equity - Exchange:
48.5%
Public Funds:
36.1%
Cash:
15.4%
Asset class Assets Assets %
Equity - Exchange $2,216,700,760 48.5%
Public Funds $1,649,956,648 36.1%
Cash $703,859,623 15.4%
Total $4,570,517,031 100.0%

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