HANLEY CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$65.7M
Discretionary
$65.7M
100% of AUM
Avg account
$3.6M
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
MADISON, New Jersey
CRD number
150355
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hanley Capital Management, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management (AUM) and caters primarily to individual and family clients. While the firm does not actively engage in environmental, social, and governance (ESG) investing, it focuses on providing tailored investment solutions to its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 40%, Cash & Cash Equivalents 25%, Non-Exchange Traded Equities 15%, Exchange Traded Equities 10%, US Government Bonds 10%40%
  • State & Local Bonds40%
  • Cash & Cash Equivalents25%
  • Non-Exchange Traded Equities15%
  • Exchange Traded Equities10%
  • US Government Bonds10%

Contacts

1 of 1
  • STEPHEN HANLEY

    Managing MemberCRD 1451615

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MADISON, NJ

MORRIS

Location

MADISON, NJ

Headquartered in MADISON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
30 Green Hill Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth