Hawk Ridge Capital Management Lp
Learn more about Hawk Ridge Capital Management Lp
Hawk Ridge Capital Management Lp operates as a financial advisor firm headquartered in Los Angeles, California. The firm has $1.5 billion in total assets over four client accounts, making it one of the largest firms in the United States by assets under management (AUM). The firm has a small group of 14 employees, six of whom are financial advisors. Hawk Ridge Capital Management Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, equities and bonds.
Hawk Ridge Capital Management Lp manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek client authorization. Hawk Ridge Capital Management Lp supervises about $370.9 million in assets for each customer account. The average advisor at Hawk Ridge Capital Management Lp manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's main office is located at 12121 Wilshire Blvd, Los Angeles, California 90025. The company is registered to serve customers in the state of California.
Assets Under Management
Number of Advisors
Hawk Ridge Capital Management Lp by the Numbers
Find a dedicated advisor for your needs
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Fees for financial management largely depend on the services provided. However, fee types billed by Hawk Ridge Capital Management Lp likely include some combination of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Offered by 74% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 17% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 40% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 12% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It works with pooled investment vehicles. Out of its four customers, Hawk Ridge Capital Management Lp's biggest client is pooled investment vehicles. Around 27% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Hawk Ridge Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.