Honeytree Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 313415
- Registered since
- April 23, 2021
- Website
- www.honeytreeinvest.com
- Custodians
- CREDENTIAL QTRADE SECURITIES INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies61.14%
- HNWI35.39%
- Individuals3.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Honeytree Investment Management operates as a corporation and has been registered with the SEC since 2021. The firm focuses on providing portfolio management services for individuals, small businesses, investment companies, and institutions. With a client base that includes both individual and institutional investors, Honeytree Investment Management emphasizes active ESG investing as part of its investment philosophy. The firm is owned by an individual and does not classify itself under any specific category, nor does it act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities73%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Allan Simmie
PartnerCRD 6482916
Marjorie Simmie
Co-FounderCRD 7347049
Paula Glick
Co-FounderCRD 7347050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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