HUNJO LLC

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$1.6M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
290595
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hunjo LLC is a small, privately owned investment advisory firm that provides discretionary portfolio management primarily to individuals and families, along with services for small business owners. The firm organizes as a limited liability company and charges clients both a percentage of assets under management and performance-based fees, a structure that aligns incentives with investment performance and supports active management decisions. Hunjo shows a clear tilt toward publicly traded equities as the primary vehicle for client portfolios and is not positioned as an ESG-focused manager. Its advisory activity centers on bespoke portfolio management rather than institutional or pension consulting work. Hunjo also operates at least one private investment vehicle: the firm advises a small hedge fund. That structure and the presence of performance-fee arrangements indicate the firm can run both retail-style separately managed accounts and a privately managed alternative vehicle for a concentrated group of investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • ROBERT GUTMAN

    Registered Investment AdvisorCRD 2785277

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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
93 Bayberry Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth