H.I.T. Capital, LLC

Overview

H.I.T. Capital, LLC is a small, independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and small institutional clients, providing financial planning and portfolio management for individuals/small businesses as well as portfolio management for pooled investment vehicles. H.I.T. Capital acts in sponsor/GP and managing member roles for at least one pooled vehicle, and its fee schedule includes percentage-of-AUM fees, fixed fees and performance-based fees—the latter consistent with running or overseeing private pooled structures. On the investment side the firm shows a clear tilt toward publicly traded equities. Exchange-traded equities make up the bulk of its separately managed account (SMA) assets, and the firm is not an active ESG investor. Its operating footprint is compact, implying a boutique, hands-on adviser model that pairs direct equity exposure with management of a private pooled vehicle and selective use of external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices