R
$209.5M Total AUM
$209.5M Disc. AUM
9.5% 3Y CAGR
2 Employees
44 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-1993
- Office Locations
- 2
Office Locations
10014th Avenue Suite3200 Seattle WA
-- Seattle WA
About Runde & Co. LLC
Seattle-based Runde & Co. LLC provides process-driven investment management and portfolio construction for retail and institutional clients, including entrepreneurs. The firm emphasizes asset allocation using ETFs as a core vehicle and incorporates emerging-market exposure as appropriate, with custody support including Charles Schwab. Recognized as Emerging Manager of the Year (2020).
Team overview
64 AVG AGE
$104.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
33.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
ELIZABETH GILBERTANDERSON RUNDE
Managing Member, President
- CRD
- #2319412
- Ownership
- 50% but less than 75%
Available
Available
Available
K
KEVIN CASEY RUNDE
Chief Investment Officer, Managing Member
- CRD
- #1363779
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,495,000 | $1,369,248 |
| Non-Discretionary | $0 | -- |
| Total | $209,495,000 | $1,369,248 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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