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BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067File 801-77021
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$681.8M
Above cohort median (national)
Discretionary AUM
$681.8M
Clients
140
140 accounts
Employees
6
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 15, 2012
- Principal office
- 1530 WILSON BLVD, SUITE 530, ARLINGTON, VA, 22209
- Phone
- 703-260-1260
- Website
- https://broadrunllc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $681.8M
- Discretionary AUM
- $681.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 140
- Non-discretionary accounts
- 0
- Total accounts
- 140
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $513.2M |
| Charitable organizations | 7 | $17.5M |
| High net worth individuals | 111 | $134.6M |
| Pooled investment vehicles | 1 | $7.1M |
| Individuals (other than high net worth individuals) | 20 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 168 | 140 | decreased by28 |
| Apr 1, 2026 | AUM | $805,308,492 | $681,750,049 | decreased by$123,558,443 |
| Apr 1, 2026 | Accounts | 169 | 140 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 200 | 168 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,757,216,650 | $805,308,492 | decreased by$951,908,158 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 202 | 169 | decreased by33 |
| Apr 1, 2022 | Clients | 187 | 200 | increased by13 |
| Apr 1, 2022 | AUM | $1,574,465,733 | $1,757,216,650 | increased by$182,750,917 |
| Apr 1, 2022 | Accounts | 189 | 202 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROAD RUN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROAD RUN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.