Hiddenite Capital Partners Lp
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Overview
Hiddenite Capital Partners Lp is an advisory firm that has its headquarters in New Milford, Connecticut. Hiddenite Capital Partners Lp oversees $149.2 million in assets over three customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Hiddenite Capital Partners Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and stocks.
Hiddenite Capital Partners Lp oversees all of its accounts on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without needing to seek client permission. The company oversees roughly $49.7 million for each account. An average financial advisor at Hiddenite Capital Partners Lp oversees about two client accounts, making it one of the most individualized firms in the country.
The firm's headquarters is at 65 Bank Street, New Milford, Connecticut 6776. The firm is legally registered to serve investors throughout a few states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hiddenite Capital Partners Lp by the Numbers
$149.2 million
3
3
$49.7 million
Fee Structure
Fees for financial advice largely vary depending on the financial services offered. However, fees charged by the company most likely consist of any blend of the following fee structures: asset-based or performance-based. Hiddenite Capital Partners Lp does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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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
-
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
Hiddenite Capital Partners Lp caters to pooled investment vehicles. Out of its three customers, Hiddenite Capital Partners Lp's biggest client type is pooled investment vehicles. Around 65% of the firm's clients reside abroad.
- 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
Hiddenite Capital Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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