Haddington Ventures, LLC
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Overview
Haddington Ventures, LLC is an advisory company headquartered in Houston, Texas. The firm has $1.1 billion in assets over six accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 5 financial advisors. Haddington Ventures, 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 firm to do so. Securities are tradable fiscal investments like bonds, equities and options.
Haddington Ventures, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring the customer's consent. The advisory firm's typical account size is $188.4 million. An average financial advisor at Haddington Ventures, LLC manages around one client account, placing it among the most individualized advisor firms in the country.
Haddington Ventures, LLC's central office is located at 1800 Bering Drive, Houston, Texas 77057. The company is legally allowed to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Haddington Ventures, LLC by the Numbers
$1.1 billion
9
6
$188.4 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by the company likely are comprised of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
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
-
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
It caters to pooled investment vehicles. Out of its six accounts, Haddington Ventures, LLC's largest client by number of accounts is pooled investment vehicles. None of its customers 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
Haddington Ventures, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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