Hawk Ridge Capital Management Lp
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Overview
Hawk Ridge Capital Management Lp is an advisory firm based in Los Angeles, California. Hawk Ridge Capital Management Lp handles $3.3 billion in assets over four accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Hawk Ridge Capital Management Lp does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, stocks and bonds.
Hawk Ridge Capital Management Lp administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by an investment advisor without requiring the client's permission. The company oversees about $814.7 million in assets for every customer account. An average financial advisor at Hawk Ridge Capital Management Lp administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Hawk Ridge Capital Management Lp's central office is located at 12121 Wilshire Blvd, Los Angeles, California 90025. The firm is allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hawk Ridge Capital Management Lp by the Numbers
$3.3 billion
21
4
$814.7 million
Fee Structure
A financial advisor's fees are based on which services the firm provides the client. Fees charged by the company most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its four customers, Hawk Ridge Capital Management Lp's largest client group by number of accounts is pooled investment vehicles. Around 25% of the company's accounts are 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.
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Disclosures
Hawk Ridge Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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