Horiko Capital Management LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 126343
- Registered since
- October 6, 2017
- Website
- horikocapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.39%
- HNWI24.45%
- Investment Companies23.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Horiko Capital Management LLC is a hedge-fund–classified investment adviser that provides portfolio management to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC (registered in 2017) and operates as an LLC under individual ownership. Its advisory work includes managing separate accounts for individuals and small businesses and acting as manager or sponsor of pooled investment vehicles. Fee arrangements include a percentage-of-AUM component, performance-based fees, and hourly charges. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$9.5M in ETFs
100%
$9.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $9.5M | 88,700 | 100.00% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 420 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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