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WILLOW RUN ADVISORS
Legal name: WILLOW RUN ADVISORS, LLC
CRD 343930File 801-137247
APPROVED
Filing as of Aug 7, 2026
Feed vintage Sep 9, 2026
Regulatory AUM
$2.20B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.20B
Clients
1
20 accounts
Employees
7
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 8, 2026
- Principal office
- 79 MADISON AVENUE,, 8TH FLOOR, NEW YORK, NY, 10016
- Phone
- 646-600-8059
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.20B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 20
- Total accounts
- 20
- AUM per client
- $2.20B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Sep 9, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLOW RUN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLOW 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.