High Hurdle Capital LLC

CRD#289005
Investment Advisor Firm

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Overview

High Hurdle Capital LLC is an advisory firm located in New York, New York. It oversees $96.6 million in assets under management over one client account. High Hurdle Capital LLC has a small group, including 2 financial advisors. High Hurdle Capital LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, options and equities.

High Hurdle Capital LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without needing the client's authorization. The advisory firm's typical account size is $96.6 million. The average financial advisor at High Hurdle Capital LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.

The firm's central office is at 353 West 48Th Street, New York, New York 10036.

Assets Under Management

$96.6 million

Number of Advisors

2

Disclosures

No

Office Location

353 West 48Th Street
New York, NY 10036

High Hurdle Capital LLC by the Numbers

Total Assets Under Management

$96.6 million

National Average: $8.6 billion
Total Number of Employees

3

National Average: 64
Total Number of Accounts

1

National Average: 375,227
Average Account Size

$96.6 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial management usually depend on the type of financial services offered. Fees billed by High Hurdle Capital LLC can be comprised of some blend of the following fee structures: 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

    Show 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 26% of firms

    Performance-based

    Show Explanation

    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.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    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 1% of firms that offer this fee type

    Commissions

    Show Explanation

    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 0% of firms that offer this fee type

    Subscription

    Show Explanation

    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 32% of firms that offer this fee type

    Fixed

    Show Explanation

    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 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

High Hurdle Capital LLC works with pooled investment vehicles. High Hurdle Capital LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers are from outside of the U.S.

  • 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

High Hurdle Capital LLC does not have any disclosures.

Please visit its Form ADV for more details.

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