Hahn Capital Management, LLC
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
FINTRXOverview
Hahn Capital Management, LLC is an SEC-registered investment adviser (registered in 1988) that manages portfolios for both individual/family clients and institutional accounts. The firm operates as an institutional RIA organized as an LLC and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio mandates for businesses or institutions. Hahn has been recognized on CNBC’s Top 100 Financial Advisory Firms list for four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities91%
- Cash & Cash Equivalents9%
Owners & executives
2 of 2
John Schaeffer
President and Chief Investment OfficerCRD 2151735
Paul Javier
Chief Compliance Officer & Director of OperationsCRD 2685781
Contacts
1 of 1Michael Whitfield
Director of Research & Portfolio ManagerCRD 3185560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1801 Oakland Blvd
- Time zone
- PT (UTC-8)
- Office locations
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