Outrunner Capital, Llc
- Regulatory AUM
- $498M
- Discretionary
- $283M
- Clients
- 35
- Avg AUM / client
- $14.2M
- Accounts
- 163
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $2.5M | 0.5% |
| High net worth individuals | 16 | $279M | 56.0% |
| Pooled investment vehicles (non-investment companies) | 6 | $31.5M | 6.32% |
| Charitable organizations | Fewer than 5 clients | $12.7M | 2.56% |
| Corporations and other businesses | 7 | $173M | 34.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $7.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Outrunner Capital Spv I, Llc | Private Equity Fund | Delaware | $7.3M | 26 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Glenn Cohen | Managing Member | Apr 2024 (2y) | 50% – 75% | |
| Jonathan Leo Levy | Managing Member And Chief Compliance Officer | Apr 2024 (2y) | 50% – 75% | |
| Branko Martinez Pejnovich | Chief Operations Officer | May 2024 (2y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Outrunner Capital Spv I, Llc | Private Equity Fund | $7.3M | $25.0K | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $173M (35% of AUM) Jun 2026
- Folio Investments, Inc. $22.1M (13% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗