Hs Management Partners, LLC
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Overview
Hs Management Partners, LLC operates as a financial advisory company that has its headquarters in New York, New York. Hs Management Partners, LLC administers $2.4 billion in total assets over 294 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). It has a small group, including 8 financial advisors. Hs Management Partners, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like stocks, bonds and options.
Hs Management Partners, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without requiring client authorization. The investment advisory firm supervises roughly $8.3 million in assets for each client account. An average advisor at Hs Management Partners, LLC administers about 37 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is located at 640 Fifth Avenue, New York, New York 10019. The company is allowed to serve clients throughout 33 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hs Management Partners, LLC by the Numbers
$2.4 billion
19
294
$8.3 million
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Hs Management Partners, LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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 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
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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
Hs Management Partners, LLC works with a broad range of clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 294 clients, Hs Management Partners, LLC's largest client type is high net worth investors, although it also serves 111 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 38.95%
- Other Individuals - 4.56%
- Corporations - 23.51%
- Charitable Organizations - 32.98%
* 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
Hs Management Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hs Management Partners, LLC
New York, NY
New York, NY
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