Outrunner Capital, LLC logo

Outrunner Capital, LLC

Updated today

Client assets under management

$281,667,722

Clients

22

73% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

7

Very Low

Average account size

$12,803,078

About

Outrunner Capital serves a concentrated roster of ultra‑high‑net‑worth individuals, families and their related entities, offering financial planning, consulting, and both discretionary and non‑discretionary investment management. The firm does not serve typical retail (non‑HNW) individual clients and supplements traditional portfolio management with access to privately placed securities and alternative investments.

The firm implements client‑specific investment policy statements, using a mix of mutual funds, ETFs, individual equities and debt, options, alternative investments, and selected independent managers, combining fundamental and technical analysis in its decision making. Outrunner also provides tailored consulting and coordinates allocations to held‑away products and privately offered vehicles when appropriate.

What distinguishes Outrunner from most peers is its role as managing member of several special purpose vehicles that invest in single privately offered securities and its activities as a private fund adviser and private placement sponsor — arrangements that can generate carried interest and consulting fees. The firm discloses these affiliated private investments (including founders’ early investments in the underlying issuer and relationships with issuer management), and describes mitigation steps such as offsetting carried interest against advisory fees and other policies to address related conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Equity compensation tax strategy

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees are available and individually negotiated based on portfolio size, services rendered, and personnel

Performance-based

Carried interest (performance-based fee) from Class A shareholders in private investment SPVs; typically 20% of profits beyond capital returned and preferred return

Other

Account minimum: $50,000,000 Minimum fee: $300,000 annually (minimum annual fee, prorated and charged quarterly)

Main office location

Outrunner Capital, LLC

3500 Oakmont Blvd., Ste. 100

Austin TX 78731, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jonathan L

Series 65

Austin, TX

Outrunner Capital, LLC

Jonathan Levy is a financial advisor at Outrunner Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Brown Advisory and Oxbow Advisors, LLC. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities by providing financial planning, consulting, and discretionary investment management. The firm combines fundamental and technical analysis in its investment approach and manages concentrated special-purpose vehicles alongside separately managed portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Equity compensation tax strategy Executive Founder/Business Owner
user avatar

Branko M

Series 65

Austin, TX

Outrunner Capital, LLC

Branko Martinez Pejnovich is a financial advisor at Outrunner Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Durbin Bennett Private Wealth Management and Kestra Financial. Outside of his advisory role, he owns and operates a real estate company focused on property wholesaling and light fix-and-flip projects. Outrunner Capital advises ultra-high-net-worth individuals, families, and related entities, providing financial planning, consulting, and discretionary investment management. The firm manages concentrated portfolios and privately offered pooled investment vehicles, employing a combination of fundamental and technical analysis in its investment approach.

Private / alternative investments Options & derivatives strategies Concentrated stock management Equity compensation tax strategy Executive Founder/Business Owner
user avatar

Erik C

Series 65

Austin, TX

Outrunner Capital, LLC

Erik Cohen is a financial advisor at Outrunner Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Brown Advisory and Oxbow Advisors, LLC. Cohen serves on the board of Kestrel Group, where he chairs the Compensation, Audit, and Nominating Corporate Governance Committees. Outrunner Capital advises ultra-high-net-worth individuals, families, and related entities, providing financial planning, consulting, and discretionary investment management. The firm manages concentrated portfolios and private investment vehicles, using a combination of fundamental and technical analysis implemented through written Investment Policy Statements.

Private / alternative investments Options & derivatives strategies Concentrated stock management Equity compensation tax strategy Executive Founder/Business Owner
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