Hybrid Investment Management, LLC (Atlanta)

Hybrid Investment Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hybrid Investment Management: assets under management

The assets under management (AUM) of Hybrid Investment Management, LLC is $70.2 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $200 thousand in discretionary accounts and $70 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $70 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hybrid Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Hybrid Investment Management, LLC performs its advisory services is located at 1280 West Peachtree Street, Nw, Atlanta, GA 30309, 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 404-474-2486 or by fax 404-745-0605. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.thehybridfunds.com.

Registered investment advisers similar to Hybrid Investment Management, LLC

• Arbor Investments, L.L.C
• Feic Capital Corporation
• Caerus Global Investors
• Lakeview Capital Management
• Rutland Dickson Asset Management
• Montis Exley Moore Asset Management
• Mrm Asset Allocation Group
• Keel Capital Management
• Northern Asset Management
• Greig James F Continental
• Huber Hogan Consulting
• The Moneypaper Advisor
• Eagle Point Income Management
• Twf Management Company
• Beechtree Capital