Horiko Capital Management LLC
Firm details
- Headquarters
- New York, New York
- 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 an employee-owned hedge fund-style adviser that registered with the SEC in 2017. The firm provides portfolio management for high-net-worth individuals, small businesses and pooled investment vehicles, and it charges a mix of percentage-of-AUM, hourly, and performance-based fees. Horiko is not positioned as an ESG investor and does not report multi-state adviser status; it also serves as sponsor, general partner and managing member for pooled vehicles it launches. Advisory work spans separately managed accounts and pooled funds. The firm reports offering both direct portfolio management for individual clients and management of pooled investment vehicles, which aligns with its role as a fund sponsor and GP.
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 Equities100%
Owners & executives
1 of 1
Hideji Horiko
President, CEOCRD 4649966
Contacts
1 of 1
Erik Dolan
CCOCRD 3161467
Wealth 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
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1600 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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