Hathaway Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292255
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.99%
- Pooled Investment Vehicles15.95%
- Individuals9.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hathaway Capital Management, LLC is organized as a limited liability company that operates with a private-equity fund orientation while providing discretionary portfolio management across individual, pooled-vehicle and institutional/client business relationships. The firm serves both individual and family clients as well as institutional investors, and it charges a mix of percentage-of-AUM and fixed fees. Its advisory activity includes managing separate accounts and acting as adviser and sponsor to pooled investment vehicles; the firm also serves as a general partner/managing member on investment vehicles it runs. The firm is not positioned as a multi-state adviser or an active ESG investor, and it is not identified as a capital allocator. Ownership is reported as individual.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities81%
- US Government Bonds16%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jason Hathaway
PartnerCRD 5001545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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