HILDENE CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2012

Total AUM

$20.2B

Discretionary

$20.2B

100% of AUM

Avg account

$229M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 160415
Registered since: March 30, 2012
Website: www.hildenecap.com
Custodians: STATE STREET BANK AND TRUST COMPANY, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles62.02%
Insurance Companies33.94%
Corporations / Businesses3.9%
Other0.15%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hildene Capital Management is an SEC-registered investment manager organized as an LLC and active since 2012. The firm operates as a multi-strategy fund manager, combining hedge fund, private equity and securitized-asset fund activity under a single platform. Its client base is primarily institutional, and it serves as an adviser to pooled investment vehicles while also providing portfolio management for businesses and institutions. Hildene functions in roles consistent with CPO/CTA activity and charges a mix of asset-based fees and performance-based fees. The firm is not an active ESG investor and is organized under domestic ownership structures. Its business model emphasizes pooled product sponsorship and management: Hildene acts as sponsor, general partner or managing member of its funds rather than as a pure capital allocator to third-party managers.