HONTE ADVISORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$418M
Discretionary
$418M
100% of AUM
Avg account
$209M
Accounts
2
Employees
7
Advisory reps
4

Firm details

Headquarters
BERKELEY, California
CRD number
308341
Registered since
August 10, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Honte Advisors LLC is a hedge fund–style adviser organized as an LLC and registered with the SEC in 2020. The firm operates primarily as a manager of pooled investment vehicles and is active as a sponsor/GP and managing member of those vehicles. Its stated business activities include providing portfolio management for pooled funds and operating in a CPO/CTA capacity, which signals experience with derivatives or futures-based strategies alongside traditional hedge fund techniques. Clients are institutional and the firm charges a mix of percentage-of-AUM and performance-based fees (with other fee elements noted in filings). Honte does not position itself as an ESG investor and is not described as a multi-state adviser or pension consultant. The firm's structure and activities point toward concentrated, institutionally oriented fund management rather than broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • ALEX GUREVICH

    Founder and CIOCRD 2935358

  • QIN ZHU

    Chief Operating Officer and Chief Risk OfficerCRD 2518764

  • KUSHAN BALASOORIYA

    Chief Financial OfficerCRD 7576562

Contacts

1 of 1
  • Joann Shie-Chen

    Head of OperationsCRD 7576550

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BERKELEY, CA

ALAMEDA

Location

BERKELEY, CA

Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
2001 Addison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth