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FOX RUN MANAGEMENT LLC

GREENWICH, CT · CRD 149092 · IAPD ↗ · 203-629-1729

$695.8MRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — FOX RUN MANAGEMENT LLC reported RAUM up 36% ($504.4M -> $686.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — FOX RUN MANAGEMENT LLC crossed $500M in regulatory AUM ($352.0M -> $504.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.