Hutner Capital Management Inc.
Firm details
- Headquarters
- Manchester, Vermont
- CRD number
- 107896
- Registered since
- April 9, 2014
- Website
- hutner.capital
- Custodians
- PERSHING LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI61.79%
- Pooled Investment Vehicles29.73%
- Corporations / Businesses5.29%
- Individuals3.03%
- Charitable Organizations0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hutner Capital Management Inc. operates as an SEC-registered investment adviser and hedge fund manager that also functions as an independent RIA and capital allocator. The firm serves both individual/family and institutional clients and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. It acts in sponsor/GP/managing member roles for pooled vehicles it sponsors. Hutner uses a mix of fee arrangements — percentage of AUM, fixed fees, performance fees and other structures — and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities90%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Daniel Hutner
Vice President, Chief Compliance OfficerCRD 5121499
Contacts
1 of 1Daniel Hutner
Founder and PresidentCRD 4356920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manchester, VT
Bennington
Location
Manchester, VT
Headquartered in Manchester, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Bennington
- Address
- 3546 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Manchester Capital Management LLC
RIAManchester, VT
Intrack Investment Management, Inc.
RIASouth Burlington, VT
Teucrium Investment Advisors, LLC
RIABurlington, VT
Farrow Financial Inc
RIASouth Burlington, VT
Bennington Financial Planning Group
RIABennington, VT
Otto & Associates, Inc.
RIANorwich, VT