Hahn Capital Management, LLC

RIASEC Registered

Total AUM

$390M

Discretionary

$131M

34% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Walnut Creek, California
CRD number: 108911
Registered since: July 21, 1988
Website: hahncap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other66.41%
HNWI30.26%
Corporations / Businesses1.79%
Charitable Organizations1.54%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hahn Capital Management, LLC is an institutional registered investment adviser that has been SEC-registered since 1988. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory work spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Hahn does not identify as an active ESG investor, is structured as an LLC with an individual owner, and does not operate as a capital allocator. Hahn has been recognized in the industry: the firm appeared on CNBC’s Top 100 Financial Advisory Firms list for 2019, 2020, 2021, and 2022.