Data / Investment advisers / New York / Willow Run Advisors
Willow Run Advisors, New York, NY: $2.2 billion AUM, SEC registered investment adviser
Willow Run Advisors is an SEC registered investment adviser with its main office in New York, New York and reports $2.2 billion in regulatory assets under management in its Form ADV filed August 7, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 343930
- SEC file number
- 801-137247
- SEC status
- Approved, effective September 8, 2026
- Legal name
- Willow Run Advisors, LLC
- Main office
- 79 Madison Avenue, 8th Floor, New York, NY 10016
- Phone
- (646) 600-8059
- Regulatory AUM
- $2,202,734,364 in the Form ADV filed August 7, 2026
- Non discretionary AUM
- $2,202,734,364
- Accounts
- 20
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.20 billion |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mason Capital Management LLC | New York | $2.24 billion | 3 | adviserinfo.sec.gov |
| Churchill Pcif Advisor LLC | New York | $2.23 billion | Not listed | adviserinfo.sec.gov |
| CCMP Capital | New York | $2.23 billion | 4 | adviserinfo.sec.gov |
| Further Global Capital Management, L.P. | New York | $2.22 billion | 4 | adviserinfo.sec.gov |
| Grandfield & Dodd, LLC | New York | $2.21 billion | Not listed | adviserinfo.sec.gov |
| Raga Partners LP | New York | $2.20 billion | 1 | adviserinfo.sec.gov |
| Lupa RIA Investment Management LLC | New York | $2.19 billion | 6 | adviserinfo.sec.gov |
| Maxim Capital Group, LLC | New York | $2.19 billion | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Willow Run Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.