HBK Capital Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 115079
- Registered since
- October 19, 2009
- Website
- www.hbk.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles94.83%
- Other Investment Advisers4%
- Sovereign Wealth Funds1.17%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HBK Capital Management operates as a limited partnership that manages pooled investment vehicles and institutional portfolios. Registered with the SEC since 2009, the firm is structured as a multifaceted manager with activity across hedge fund and private equity strategies. Its primary client base is institutional investors, and its fee model combines a percentage-of-AUM charge with performance-based fees. HBK is active as a sponsor, general partner, and managing member of pooled vehicles and has CPO/CTA designations, indicating direct involvement in commodity/derivatives trading and portfolio management for funds and institutions. The firm is not identified as an ESG-focused investor in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Non-Investment Grade Corp Bonds25%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
2 of 2
Roya Doud
Chief Compliance OfficerCRD 6478617
Matthew Luth
Co-Chief Investment OfficerCRD 7345925
Contacts
3 of 4
Heather Harris
Managing DirectorCRD 4144805
Jamiel Akhtar
Managing DirectorCRD 2334883
Justin Conner
General CounselCRD 8186355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$85.4M in ETFs
50%
$42.6M
0%
$42.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARK 21SHARES BITCOIN ETF (ARKB) | ARK | Passive | Digital Assets | $38.3M | 1,966,887 | 44.81% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2300 N Field St
- Time zone
- CT (UTC-6)
- Office locations
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