HK Funds
Firm details
- Headquarters
- ,
- CRD number
- 338583
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI51.48%
- Individuals48.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HK Funds is an individually owned limited liability company that provides discretionary and non-discretionary portfolio management to individuals, families and small businesses, as well as portfolio management for business or institutional clients. The firm charges fees that include a percentage of assets under management plus other fee arrangements. HK Funds does not list itself as an active ESG investor, is not a multi-state adviser, and does not present as a capital allocator. The firm reports an affiliation with a broker-dealer.
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 Equities66%
- Cash & Cash Equivalents34%
Owners & executives
1 of 1
Anthony Kurlas
Managing Partner and Chief Compliance OfficerCRD 2436264
Contacts
1 of 1
Peter Hunt
Managing DirectorCRD 2427162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations