Hunter Capital Management
Firm details
- Headquarters
- Lombard, Illinois
- CRD number
- 309050
- Registered since
- May 15, 2020
- Website
- www.hunterfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.95%
- Corporations / Businesses9.37%
- Charitable Organizations8.33%
- Pooled Investment Vehicles7.86%
- State / Municipal Government5.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hunter Capital Management is an LLC that has been SEC-registered since 2020 and is classified in the FINTRX snapshot as a private equity fund manager. The firm serves both individuals/families and institutional clients, offering portfolio management for individuals/small businesses, investment companies and pooled investment vehicles. It also operates in commodity pool/CTA capacities and acts as sponsor, general partner or managing member for pooled vehicles. Compensation mixes a percentage-of-AUM fee with performance-based fees. FINTRX flags the firm as not an active ESG investor.
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
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3
Benjamin Wilson
President, CFO, Head TraderCRD 4205400
Jeffrey Kautz
Co-Founder & CEOCRD 2704948
Richard Phillip Rovetto
Chief Compliance OfficerCRD 406012
Contacts
3 of 8
Randall Hughes
Portfolio ManagerCRD 2368556
Peter Lisnic
Registered Investment AdvisorCRD 4386937
Colin Plunkett
Equity AnalystCRD 5031423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$6.5M in ETFs
95%
$6.2M
0%
$332K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.6M | 2,140 | 24.61% |
Location
Lombard, IL
Du Page
Location
Lombard, IL
Headquartered in Lombard, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 377 E Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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