Hunt Investment Management, LLC
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Overview
Hunt Investment Management, LLC is an advisory firm based in New York, New York. It manages $171.3 million in assets throughout six client accounts, making it a mid-tier firm in the nation by assets under management (AUM). It has a small team, including 20 financial advisors. Hunt Investment Management, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like bonds, stocks and options.
Hunt Investment Management, LLC manages most of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without needing to seek the customer's permission. The company also manages one non-discretionary accounts totaling $154.0 million in assets under management. The advisory firm's average account size is $28.6 million. The average advisor at Hunt Investment Management, LLC manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's main office is at 1330 Avenue Of The Americas, New York, New York 10019. The firm is legally allowed to serve clients across 20 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hunt Investment Management, LLC by the Numbers
$171.3 million
22
6
$28.6 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fees charged by Hunt Investment Management, LLC can include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Hunt Investment Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its six accounts, Hunt Investment Management, LLC's largest client is pooled investment vehicles. None of the company's clients 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
Hunt Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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