HK Funds
Firm details
- Headquarters
- ,
- CRD number
- 338583
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI87%
- Individuals13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HK Funds operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers portfolio management both for individuals/small businesses and for business or institutional clients. Its fee model includes a percentage-of-AUM component plus other fee arrangements. HK Funds is not identified as an active ESG investor and does not present itself as a multi-state adviser. The firm appears to run a compact, equity-focused advisory practice rather than a multi-product capital allocator. Its ADV-derived activity points to discretionary portfolio management as the primary service offering, with most assets managed on a discretionary basis.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations