# Bull Run Investment Management

Bull Run Investment Management is a RIA based in Mclean, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mclean, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** bullruninvestment.com
- **LinkedIn:** https://www.linkedin.com/company/bull-run-investment-management-llc

## Regulatory record

- **CRD number:** 306763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306763

## About

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.

## People

- 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

## 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.

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Last updated: 2026-08-11T15:06:20.694Z

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