Hurley Capital, LLC

RIASEC RegisteredEst. 2008
Total AUM
$326M
Discretionary
$312M
96% of AUM
Avg account
$540K
Accounts
604
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
130051
Registered since
June 12, 2008
Website
hurleycapital.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.73%
  • Individuals11.1%
  • Corporations / Businesses8.71%
  • Pension & Profit Sharing Plans2.22%
  • Charitable Organizations0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hurley Capital, LLC is an independent SEC-registered registered investment adviser formed as an LLC in 2008 and owned by an individual. The firm advises both individual & family clients and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. Its client billing combines percentage-of-AUM fees with fixed-fee arrangements. Hurley Capital reports active ESG investing as part of its approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Exchange Traded Equities 22%, US Government Bonds 16%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 7%, Private Funds 7%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 1%35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities22%
  • US Government Bonds16%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds7%

Contacts

3 of 3
  • Constantinos Athanailos

    Constantinos Athanailos

    Wealth Management AssociateCRD 7556789

  • Charles Goldblum

    Charles Goldblum

    FounderCRD 4065530

  • Andrew Shoemaker

    Andrew Shoemaker

    Financial Advisor, Operations AssistantCRD 6611675

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 214

Active vs passive

$135M in ETFs

Passive

88%

$119M

Active

11%

$16.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$13.3M61,1609.85%
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Location

Primary office

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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth