$498.5M Total AUM
$282.6M Disc. AUM
-- 3Y CAGR
4 Employees
35 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak frontierTimber +more
- Established Date
- 05-14-2024
- Office Locations
- 1
Office Locations
3500 Oakmont Blvd. Ste. 100 Austin TX
About Outrunner Capital, LLC
Outrunner Capital is an Austin-based multi-family office providing discretionary asset management and planning for high-net-worth families, including entrepreneurs. Portfolios blend public funds/ETFs, fixed income, and alternative strategies such as private equity and hedge funds. Uses an Addepar client portal and typically custodies assets at Schwab.
Team overview
44 AVG AGE
$166.2M AVG AUM / ADVISOR
$14.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Glacier ember Matrix Eagle pioneer Delta Momentum beacon Oak glacier
Client Personas
Signal
Custodian
Signal
Investment Themes
Value Catalyst
Investment Vehicles
Optima wave Crest
Services
Timber Glacier vital Ember crest Meridian vector Ridge Radial Radial Value Eagle
Technology
Optima foundation Fusion ridge Fusion
Owner & Executives
ERIK GLENN COHEN
Managing Member, Partner, Portfolio Manager
- CRD
- #6140234
- Ownership
- 50% but less than 75%
(558) 734-3107
pathway.pioneer@beaconcapital.com
in linkedin.com/in/meridian-north
J
JONATHAN LEO LEVY
Managing Member, Partner
- CRD
- #6227273
- Ownership
- 50% but less than 75%
(257) 559-8136
foundation.element@foundationcapital.com
in linkedin.com/in/capital-north
O
Optima atlas
Meridian element capital
- CRD
- #22752
- Ownership
- 15.9%
(233) 988-1740
meridian.north@crestcapital.com
in linkedin.com/in/summit-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,575,250 | $1,989,967 |
| Non-Discretionary | $215,892,546 | $10,280,597 |
| Total | $498,467,796 | $3,058,085 |
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Separately Managed Accounts
Total SMA Asset: $466,948,185
Private Funds:
10.6% Equity - Exchange:
13.8% Cash:
7.5% Public Funds:
14.0% U.S. Government/Agency:
14.6% Corporate - Investment Grade:
7.1% Derivatives:
16.2% Other:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $482,699,595 | 10.6% |
| Equity - Exchange | $628,420,227 | 13.8% |
| Cash | $341,532,732 | 7.5% |
| Public Funds | $637,527,767 | 14.0% |
| U.S. Government/Agency | $664,850,386 | 14.6% |
| Corporate - Investment Grade | $323,317,653 | 7.1% |
| Derivatives | $737,710,702 | 16.2% |
| Other | $737,710,702 | 16.2% |
| Total | $4,553,769,764 | 100.0% |