LongRun Capital Management provides wealth management services to private clients across the country.  We are an independent, fee-only registered investment advisor.  Our Managing Partner, Jim Carroll, has more than 20 years of financial advisory and investment experience. 

 

LongRun is the culmination of Mr. Carroll's personal and professional investing experience.  This evolution led from picking stocks, to selecting fund managers, to creating durable, globally diversified fund of funds portfolios designed for absolute returns and conservative risk management.  The firm's absolute return strategy has been built upon extensive research and proprietary analysis. 

 

Mr. Carroll’s professional experience in financial services includes 16 years as an investment banker at Smith Barney, Kidder Peabody, and Bear Stearns.  He also spent four years as Chief Financial Officer of a publicly-traded company.  Mr. Carroll has a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.  In addition, he is a Certified Private Wealth AdvisorSM professional.