Hgk Alternative Investments I, LLC (Jersey City)


Hgk Alternative Investments I, LLC is a pension cosultant based in Jersey City. It manages $12 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Delaware, New Jersey, and New York.

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Hgk Alternative Investments I provides portfolio management for individuals and small businesses and 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.

Hgk Alternative Investments I: assets under management

The assets under management (AUM) of Hgk Alternative Investments I, LLC is $12 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hgk Alternative Investments I, 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jeffrey Theodore Harris Shareholder 1 Apr 2004 25% - 50% 237966

Based in Jersey City

The principal office where Hgk Alternative Investments I, LLC performs its advisory services is located at 525 Washington Blvd, Suite 2000, Jersey City, NJ 07310, 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 201-659-3700 or by fax 201-659-4566. The normal business hours are 8am - 5:30pm on Monday - Friday. You can find more information about the New York firm at hgk.com.