HENNESSY ADVISORS, INC.

Overview

Hennessy Advisors, Inc. operates as an institutional-focused investment manager that provides portfolio management primarily for registered investment companies. The firm’s public filings show a clear equity orientation: its reported 13F portfolio consists exclusively of common stocks, with no notable ETF, options or fixed-income allocations disclosed in that filing. Hennessy appears to run broadly diversified equity sleeves—278 reported positions—while maintaining meaningful individual position sizes across the portfolio. The adviser is not positioned as an ESG-first shop and charges clients on a percentage-of-AUM fee basis. Its client mix and registration as a manager for investment companies point to a strategy built around managing pooled, fund-style mandates for institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices