WR
Willow Run Advisors, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 343930
· SEC file 801-137247
· New York, NY
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ADV data as of Aug 07, 2026
- Regulatory AUM
- $2.2B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $2.2B
- Accounts
- 20
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $2.2B | 100.0% |
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
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗