Hawks Point Capital Partners LLC
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Overview
Hawks Point Capital Partners LLC operates as a financial advisory firm based in Port Chester, New York. Hawks Point Capital Partners LLC handles $75.0 million in total assets across two client accounts. It has a small team, including 3 financial advisors. Hawks Point Capital Partners LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.
Hawks Point Capital Partners LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring client permission. The advisory firm oversees about $37.5 million in assets for each customer account. The average advisor at Hawks Point Capital Partners LLC administers fewer than one client account, making it one of the most personalized firms in the country.
The company's central office is at 800 Westchester Avenue, Port Chester, New York 10573. The firm is legally registered to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hawks Point Capital Partners LLC by the Numbers
$75.0 million
4
2
$37.5 million
Fee Structure
Fees charged by financial advisors largely depend on which services are provided. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
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
-
Find one of the 26% of firms that offer this fee type
Performance-based
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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
Hawks Point Capital Partners LLC caters to other investment advisers and insurance companies. Out of its two clients, Hawks Point Capital Partners LLC's largest client is insurance companies. None of the firm's clients 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.
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Disclosures
Hawks Point Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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