Haddock Capital LLC
RIAState Registered
Total AUM
$98.9K
Discretionary
$98.9K
100% of AUM
Avg account
$49.4K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336518
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals59.05%
- HNWI40.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Haddock Capital LLC is an independent, Florida-based registered investment advisory organized as an LLC and owned by an individual. The firm’s stated client focus is individuals and families, and its advisory services cover portfolio management for individuals and small businesses as well as for businesses or institutions. Compensation includes a percentage-of-AUM fee schedule and may incorporate performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents66%
- Exchange Traded Equities34%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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