Outrunner Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$281,667,722
Clients
22
Advisors
4
of 4 employees
About
Outrunner Capital serves ultra‑high‑net‑worth individuals, families and their related entities, providing financial planning, consulting and wealth and investment management on both a discretionary and non‑discretionary basis. The firm manages a concentrated set of large accounts and typically charges asset‑based management fees while structuring engagements around individualized investment policy statements.
Outrunner combines fundamental and technical analysis to implement portfolios that include mutual funds, ETFs, individual debt and equity securities, options, privately placed securities and allocations to independent managers. In addition to traditional portfolio management, the firm sponsors and manages special purpose pooled vehicles (SPVs) and identifies private funds and private placements for eligible clients, integrating those private investments into its overall advisory process.
What sets Outrunner apart from many peers is its role as managing member and adviser to multiple single‑investment SPVs and its status as a private fund adviser—arrangements that create performance‑based compensation opportunities and attendant conflicts of interest that the firm discloses and seeks to mitigate through prioritized client allocations and fee‑offset practices. The firm’s principals also hold related private investments and serve on limited partner advisory committees, and Outrunner’s custody of SPV assets subjects it to additional operational oversight, including an annual surprise examination.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for investment management services are offered; amounts individually negotiated
Carried interest received from Class A investors in SPVs who are not advisory clients; advisory clients in SPVs do not pay carried interest
Account minimum: $50,000,000 Minimum fee: Minimum annual fee of $300,000 assessed quarterly, pro rata
Main office
3500 Oakmont Blvd., Ste. 100
Austin TX 78731
Advisors at this office
4
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Jonathan L
Series 65
Austin, TX
Outrunner Capital, LLC
Jonathan Levy is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Brown Advisory for eight years before joining Outrunner Capital, LLC, where he has been since 2024. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities with financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis across a range of securities and manages special purpose pooled vehicles and private fund investments as part of its advisory services.
Branko M
Series 65
Austin, TX
Outrunner Capital, LLC
Branko Martinez Pejnovich is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has worked previously at Durbin Bennett Private Wealth Management and Kestra Financial. Outside of advising, he owns and operates Antko Realty LLC, a real estate company focused on wholesaling and light fix-and-flip properties. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, providing financial planning and wealth management, including discretionary and non-discretionary portfolio management. The firm combines fundamental and technical analysis and sponsors special purpose pooled vehicles and private fund investments for eligible clients.
Erik C
Series 65
Austin, TX
Outrunner Capital, LLC
Erik Cohen is a financial advisor with Outrunner Capital, LLC in Austin, TX, holding a Series 65 license and 13 years of industry experience. He previously worked at Brown Advisory for eight years before joining Outrunner Capital and then Kestrel Group, where he serves on the board and chairs several committees. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm manages concentrated large accounts using both fundamental and technical analysis and sponsors special purpose pooled vehicles and private fund advisory services.
Kwabena A
Series 63, Series 65
Austin, TX
Outrunner Capital, LLC
Kwabena Andoh Baidoo is a financial advisor at Outrunner Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hightower Advisors, Durbin Bennett Private Wealth Management, The Vanguard Group, and Yelp, Inc. Baidoo’s background includes a diverse range of roles spanning finance and technology sectors. Outrunner Capital serves ultra-high-net-worth individuals, families, and related entities, offering financial planning, consulting, and wealth and investment management. The firm employs a combination of fundamental and technical analysis to manage concentrated portfolios and sponsors special purpose pooled vehicles and private funds integrated into client advisory strategies.
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