Bejelentkezés Regisztrálj ingyen

Hawkins Way Capital, LLC (Santa Monica)


Hawkins Way Capital, LLC is a large advisory firm based in Santa Monica. It manages $167.83 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Logo

Hawkins Way Capital 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.

Hawkins Way Capital: assets under management

The assets under management (AUM) of Hawkins Way Capital, LLC is $167.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $167.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.94 million each.
Hawkins Way Capital has custody of $167.83 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 Hawkins Way Capital, LLC for their services and products based on a percentage of assets under management, commissions, 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.

Based in Santa Monica

The principal office where Hawkins Way Capital, LLC performs its advisory services is located at 100 Wilshire Boulevard, Suite 1750, Santa Monica, CA 90401, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 424-291-5860 or by fax 424-291-5870. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at hawkinsway.com.


Registered investment advisers similar to Hawkins Way Capital, LLC