Overview
Assets Under Management: $186 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 5
Average Client Assets: $11.0 million
Frequently Asked Questions
HGI 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 #168303), HGI CAPITAL MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
HGI CAPITAL MANAGEMENT, LLC. is headquartered in NEW YORK, NY.
HGI CAPITAL MANAGEMENT, LLC. serves 5 high-net-worth clients according to their SEC filing dated October 31, 2024. View client details ↓
According to their SEC Form ADV, HGI CAPITAL MANAGEMENT, LLC. offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
HGI CAPITAL MANAGEMENT, LLC. manages $186 million in client assets according to their SEC filing dated October 31, 2024.
According to their SEC Form ADV, HGI CAPITAL MANAGEMENT, LLC. serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.47%
Average Client Assets: $11.0 million
Total Client Accounts: 8
Discretionary Accounts: 8
Regulatory Filings
CRD Number: 168303
Filing ID: 1909899
Last Filing Date: 2024-10-31 16:47:00