Hgi Capital Management, LLC
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Overview
Hgi Capital Management, LLC is a financial advisory firm that has its headquarters in New York, New York. The firm handles $511.0 million in total assets over eight customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The company has a small group, including 5 financial advisors. Hgi Capital Management, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, stocks and options.
Hgi Capital Management, LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without requiring the client's consent. The advisory firm's typical account size is $63.9 million. The typical financial advisor at Hgi Capital Management, LLC oversees about two client accounts, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 24 West 40Th Street, New York, New York 10018. The firm is legally allowed to provide services to investors across a number of states, including Maryland and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hgi Capital Management, LLC by the Numbers
$511.0 million
8
8
$63.9 million
Fee Structure
Fees charged by financial advisors usually depend on the financial services offered. Fee types charged by Hgi Capital Management, LLC most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Hgi Capital Management, LLC.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors and pooled investment vehicles. Out of its eight customers, Hgi Capital Management, LLC's biggest client type is high net worth investors, though it also serves five high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). About 18% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 62.5%
- Other Individuals - 0%
- Corporations - 37.5%
- 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
Hgi Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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