HADDINGTON VENTURES, LLC

RIASEC RegisteredEst. 2012
Total AUM
$726M
Discretionary
$726M
100% of AUM
Avg account
$182M
Accounts
4
Employees
9
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
158231
Registered since
March 30, 2012
Website
hvllc.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Haddington Ventures, LLC is organized as an LLC and operates as a private-equity fund manager that primarily serves institutional clients. The firm is registered with the SEC (since 2012) and focuses on portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member for the funds it runs. Its revenue model combines a percentage-of-assets-under-management fee with performance-based fees. Haddington is not characterized as a capital allocator to other RIAs; instead it runs and manages private funds directly. The firm is not an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • SUZETTE HAGAN

    Chief Compliance OfficerCRD 2872394

Contacts

3 of 5
  • MICHAEL JONES

    Managing DirectorCRD 6020851

  • JAMES JONES

    Managing DirectorCRD 6020847

  • JOHN STROM

    Managing DirectorCRD 6020849

Unlock 2 more contacts

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1800 Bering Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth