Investment adviser · CRD 165067
BROAD RUN INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
ARLINGTON, VA, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $682M Form ADV · Item 5.F
- Client accounts
- 140 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $513,223,514 | 75.3% |
| High-net-worth individuals | 111 | $134,573,706 | 19.7% |
| Charities | 7 | $17,460,001 | 2.6% |
| Individuals | 20 | $9,366,268 | 1.4% |
| Pooled investment vehicles | 1 | $7,126,560 | 1.0% |
Filing source
Form ADV 2050076 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1530 WILSON BLVD, SUITE 530ARLINGTON, VA, 22209, United States
CRD 165067
Filing source
Form ADV 2050076 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.