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Hummingbird Partners, LLC (Elkhart)


Hummingbird Partners, LLC is a related adviser based in Elkhart. It manages $85.38 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Indiana.

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Hummingbird Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hummingbird Partners: assets under management

The assets under management (AUM) of Hummingbird Partners, LLC is $85.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.46 million each.
Hummingbird Partners has custody of $85.38 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hummingbird Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Frank Kohlhaas Martin Managing member 1 Jan 2012 75% - 100% 321186
Yu Ying Tang Sole shareholder 1 Oct 2014 75% - 100% 6416371
Yu Lung Wong Managing member 1 Jun 2015 25% - 50% 5681491

Based in Elkhart

The principal office where Hummingbird Partners, LLC performs its advisory services is located at 300 Nibco Parkway, Suite 301, Elkhart, IN 46516 3576, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 574-293-2077 or by fax 574-293-2153. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at hummingbird-partners.com.


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