HUNJO LLC
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
FINTRXOverview
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
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%
Contacts
1 of 1ROBERT GUTMAN
Registered Investment AdvisorCRD 2785277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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