Hunt Investment Management, LLC is a large advisory firm based in New York. It manages $839.32 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Connecticut, and 15 other states.
Hunt Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hunt Investment Management, LLC is $839.32 million. The firm's AUM has gone down by -73% since the beginning of its operation, and $8.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hunt Investment Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Hunt Investment Management is pooled investment vehicles with 19 clients and $831.12 million of assets under management. Among the 8 most similar advisory firms, Hunt Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $831.12 million for 19 clients. 15% of the firm’s clients are foreign persons or businesses.
Hunt Investment Management also advises several private funds. Namely, fifteen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $30,000,000.
The company employs 74 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Llc Hunt Fs Holdings I joined the executive team most recently as the Member.
The principal office where Hunt Investment Management, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-588-2073. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at huntcompanies.com and its LinkedIn profile.