Paladin Research Report For:
Chris Passarelli
Bull Run Investment Management
About Chris Passarelli
A fiduciary, like Bull Run Investment Management, has a legal and ethical duty to put their clients' interests first, ensuring that the wealth management services they provide are tailored to meet each client's unique financial goals and needs. We take it seriously when our clients entrust us with their assets and financial goals. As part of our fiduciary duty, we must act in your best interest, which requires us to act with the highest level of integrity. This principle forms the foundation of all our decisions and strategies.
Leveraging our profound insights into market dynamics and economic fluctuations, we strategically position our clients' portfolios to optimize growth potential. Our commitment to integrity and accountability ensures that every investment decision is made with our clients' best interests at the forefront, thereby cementing the foundation of a fiduciary relationship.
General Information
Firm Start Year
- 2020
No. of Employees
- 2-4
CRD#
- 6810007
Firm CRD#
- 306763
Name of Custodial Firm
- Charles Schwab
States Licensed in
- VA
Years of Experience in Financial Services
- 10
Number of Years with Current Firm
- 4
Work Experience
- Bull Run Investment Management, LLC
Founder, CEO, and Chief Investment Officer
January 2020 - Present (4 years, 11 months)
McLean, Virginia
Founded and currently lead a wealth management firm specializing in high-growth sectors such as Artificial Intelligence, SaaS, Fin-Tech, and Cybersecurity. Developed and manage proprietary Equity SMA portfolios tailored for high-net-worth individuals and business owners. Oversee $34.66 million in AUM, ensuring personalized client strategies align with specific financial goals and risk profiles. Expanded firm operations and introduced innovative investment approaches, resulting in consistent client growth and portfolio outperformance.
Spectrum Financial, Inc. Senior Research Associate August 2018 - January 2020 (1 year, 6 months) Norfolk, Virginia
Managed $400 million in assets, refining and developing advanced technical indicators for leading Equity and Bond Mutual Funds. Conducted comprehensive statistical analyses, using market breadth and other data to forecast market trends and develop actionable insights. Created an Excel-based trading model comparing leveraged strategies against S&P 500 performance, improving decision-making processes.
Morgan Stanley Listed Commodity Derivatives Analyst March 2018 - June 2018 (4 months) Baltimore, Maryland
Central liaison for the New York-based commodity derivatives trading team, ensuring accuracy in trade lifecycle management. Designed and implemented system enhancements to improve efficiency, collaborating with global technology teams. Provided critical market data insights to traders, facilitating accurate and timely decision-making. TD Ameritrade Institutional Wealth Management Analyst (Intern) June 2017 - August 2017 (3 months) Jersey City, New Jersey
Developed strategies to grow the RIA industry, presenting solutions to senior leadership, including the President of TD Ameritrade Institutional. Assisted with UMA and SMA portfolio strategies, reconciling accounts and supporting managed account operations. Led a team in a competitive stock trading simulation, placed 1st.
IPS Strategic Capital Equity Derivatives Trading Analyst (Intern) June 2016 - August 2016 (3 months) Denver, Colorado
Analyzed and optimized SPX options-based absolute return strategies, generating significant alpha with reduced risk exposure. Automated data processing tasks, saving time and enhancing trading desk efficiency. Participated in advanced trading drills, gaining expertise in option greeks, put-call parity, and risk management. CME Group University Trading Challenge
Student Team Leader February 2016 - March 2016 (2 months) Denver, Colorado
Represented CU-Boulder in a global trading challenge, placing 4th out of 468 teams (top 1%). Delivered exceptional portfolio returns in competitive trading simulations using futures and options across multiple asset classes.
Work with the following types of clients
- Individual Investors, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 65
Firm Information
Firm's Number of Clients
- 125
Firm's Number of Planning Clients
- 125
Firm's Number of Managed Clients
- 125
Assets Managed by Firm
- 34,000,000
Advisor's Number of Clients
- 120
Advisor's Number of Managed Clients
- 120
Advisor's Number of Planning Clients
- 120
Assets Managed by Advisor
- $34,660,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $250K+
Compensation Methods
- Flat Fee
Education
Bachelor of Science (BS) - Finance, Investment Management
University of Colorado Boulder
8/15/14 -5/15/17
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892587/paladinregistry-Bull-Run-Investment-Management-detailed-disclosure.html
Paladin Advisors