HAHN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1988

Total AUM

$390M

Discretionary

$131M

34% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WALNUT CREEK, California
CRD number: 108911
Registered since: July 21, 1988
Website: hahncap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other66.41%
HNWI30.26%
Corporations / Businesses1.79%
Charitable Organizations1.54%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hahn Capital Management, LLC is a privately owned, SEC‑registered investment adviser that has been operating since 1988. The firm runs on a percentage‑of‑AUM fee model and manages portfolios for individuals and families as well as institutional and pooled vehicles. Its advisory mandate includes discretionary portfolio management for private clients, separate managed accounts, and management for pooled investment vehicles and business/institutional clients. Hahn does not identify as an active ESG investor and appears to operate from a single office under individual ownership. The firm has been recognized by CNBC among its Top 100 Financial Advisory Firms for four consecutive years (2019–2022), reflecting visibility in the wealth management space rather than a change in strategy or product set.