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Bull Run Investment Management
Bull Run Investment Management is a fee-only Registered Investment Adviser headquartered in McLean, Virginia. It delivers fiduciary wealth management for...
Bull Run Investment Management
Bull Run Investment Management is a fee-only Registered Investment Adviser headquartered in McLean, Virginia. It delivers fiduciary wealth management for individuals, families, business owners, and philanthropic organizations, combining proprietary, actively managed equity strategies with comprehensive financial planning. The firm builds concentrated portfolios of individual stocks and runs four proprietary equity SMA strategies through Charles Schwab's Managed Account Marketplace.
General information
Firm type
RIA
Year founded
2019
Location
Region
North America
Country
United States
City
Mclean
Corporate office
Waltham, MA, United States
Principals
Christopher M. Passarelli — Founder
CEO & Portfolio Manager
Chris Passarelli — Founder
Chief Executive Officer, and Portfolio Manager
Brian Wendroff
CPA — Tax & Accounting Planner
Bobby Feisee
Esq. — Estate & Trust Planner | Attorney
Eric P. Whittleton — Board Advisor
Frequently asked questions
Who is the principal behind Bull Run Investment Management?
The identity of the underlying family or principal has not been publicly disclosed through the firm's regulatory filings, Massachusetts corporate records, or any attributed media coverage. The office operates without a public-facing website or named investment team. This level of opacity is unusual for a firm that remains subject to quarterly 13F disclosure requirements, which apply to institutional investment managers exercising discretion over $100 million or more in publicly traded equities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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