Hefti Capital Management, LLC
RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$100K
Accounts
38
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149367
- Website
- hefticap.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hefti Capital Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has carved out a niche in managing portfolios that cater to the specific needs of its clientele, which consists mainly of individual and family clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities65%
- Cash & Cash Equivalents25%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1Jonathan Hefti
Chief Investment OfficerCRD 1556995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations