# Willow Run Advisors

> 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.

- CRD: 343930
- Filed as: WILLOW RUN ADVISORS
- Legal name: Willow Run Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343930
- AdvisorCensus page: https://advisorcensus.com/firm/willow-run-advisors-new-york-ny-343930

## Quick answers

**How is Willow Run Advisors compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Willow Run Advisors located?**
Willow Run Advisors' principal office is in New York, NY, according to its Form ADV.

**Is Willow Run Advisors registered with the SEC or a state?**
Willow Run Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 343930.

**How much does Willow Run Advisors manage?**
Willow Run Advisors reports $2,202,734,364 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary).

**What types of clients does Willow Run Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Willow Run Advisors report any disciplinary disclosures?**
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

**What changed in Willow Run Advisors' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,202,734,364
- Discretionary: $0
- Non-discretionary: $2,202,734,364

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,202,734,364 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willow Run Advisors (CRD 343930): Form ADV filing data as of October 2026.