HCG Fund Management LP

RIASEC RegisteredEst. 2016
Total AUM
$347M
Discretionary
$298M
86% of AUM
Avg account
$23.2M
Accounts
15
Employees
11
Advisory reps
2

Firm details

Headquarters
Raleigh, North Carolina
CRD number
281615
Registered since
July 25, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HCG Fund Management LP is a limited partnership that has been registered with the SEC since 2016 and operates as a multifaceted fund manager. The firm combines hedge fund and venture capital activities and serves an institutional client base. Its primary advisory role is portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner and managing member of those vehicles. Fee arrangements include asset-based charges, fixed fees and performance-linked compensation. The firm does not identify as an active ESG investor and does not describe itself as a capital allocator or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Hadi Habal

    Hadi Habal

    Co-Founder & CEOCRD 2937892

  • Gretta Heaney

    Gretta Heaney

    Chief Compliance OfficerCRD 2618767

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
555 Fayetteville St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth