Hoisington Investment Management Co

RIASEC Registered

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$128M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 107710
Registered since: October 30, 1980
Website: hoisington.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government71.54%
Pension & Profit Sharing Plans17.91%
Investment Companies7.21%
Insurance Companies1.58%
Pooled Investment Vehicles0.78%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hoisington Investment Management Co. is an institutional registered investment adviser organized as a corporation and operating since 1980. The firm serves institutional clients and is compensated on a percentage-of-assets basis. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Hoisington is not organized as a multi-state adviser, is not an active ESG investor, and does not position itself as a capital allocator or pension consultant.