Houndstooth Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 331030
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Houndstooth Investment Management is a small, individual-owned registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates its investment activity in publicly traded equities and traded funds. Houndstooth is not positioned as a multi-state or pension consultant adviser and does not present itself as an active ESG investor or capital allocator to third‑party alternative managers. The adviser runs a compact client base and appears to employ a trading-oriented, equity-first approach consistent with its custodian and asset mix.
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 Equities99%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Joshua VanCuyk
OwnerCRD 7444697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Belov Consulting LLC
RIARetirement Planners
RIAEl Segundo, CA
Kingsmore Wealth Management, LLC
RIAFinancial Empowerment
RIACreative Financial Strategies, Inc.
RIALittleton, NH
Hudson House Capital Incorporated
RIALondon