Fox Run Management LLC
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Overview
Fox Run Management LLC is an advisory firm based in Greenwich, Connecticut. It has $352.0 million in assets under management across two accounts, placing it among the bigger firms in the United States by assets under management (AUM). Fox Run Management LLC has a small team, including 5 financial advisors. Fox Run Management LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as stocks, bonds and options.
Fox Run Management LLC manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without needing to seek the client's consent. The advisory firm administers an average of $176.0 million for each account. The average financial advisor at Fox Run Management LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
Fox Run Management LLC's main office is at 115 E Putnam Avenue, Greenwich, Connecticut 6830. The firm is permitted to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fox Run Management LLC by the Numbers
$352.0 million
7
2
$176.0 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Fox Run Management LLC can consist of some blend of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its two clients, Fox Run Management LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fox Run Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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