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Hawkshaw Capital Management, LLC (New York)


Hawkshaw Capital Management, LLC is a large advisory firm based in New York. It manages $155.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.

Hawkshaw Capital Management provides 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.

Hawkshaw Capital Management: assets under management

The assets under management (AUM) of Hawkshaw Capital Management, LLC is $155.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 139% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $155.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.78 million each.
Hawkshaw Capital Management has custody of $14.8 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawkshaw Capital 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joel Michael Greenblatt Managing member 1 Aug 2002 25% - 50% 1335618
Robert Lawrence Goldstein Managing member 1 Aug 2002 25% - 50% 1701590

Based in New York

The principal office where Hawkshaw Capital Management, LLC performs its advisory services is located at 400 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Newton, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-207-3909. The normal business hours are 8am-6pm on Monday - Friday.


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