{
  "crd_number": 343930,
  "slug": "willow-run-advisors-new-york-ny-343930",
  "primary_business_name": "WILLOW RUN ADVISORS",
  "legal_name": "WILLOW RUN ADVISORS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-09-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 2202734364.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 2202734364.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2202734364.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343930",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/willow-run-advisors-new-york-ny-343930",
  "display_name": "Willow Run Advisors",
  "summary": "Willow Run Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Willow Run Advisors (CRD 343930): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Willow Run Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Willow Run Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Willow Run Advisors located?",
      "a": "Willow Run Advisors' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Willow Run Advisors registered with the SEC or a state?",
      "a": "Willow Run Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 343930."
    },
    {
      "q": "How much does Willow Run Advisors manage?",
      "a": "Willow Run Advisors reports $2,202,734,364 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Willow Run Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Willow Run Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343930"
    },
    {
      "q": "What changed in Willow Run Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/willow-run-advisors-new-york-ny-343930.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2202734364.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343930",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}