Overview
Assets Under Management: $521 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
HAHN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108911), HAHN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HAHN CAPITAL MANAGEMENT, LLC is headquartered in WALNUT CREEK, CA.
HAHN CAPITAL MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, HAHN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HAHN CAPITAL MANAGEMENT, LLC manages $521 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, HAHN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 80
Discretionary Accounts: 65
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 108911
Last Filing Date: 2025-02-25 00:00:00
Website: https://hahncap.com