Hawkeye Investment Management LLC
RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$563K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153849
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hawkeye Investment Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees. While it does not classify itself as an active ESG investor, it is dedicated to managing investments in a way that aligns with the financial goals of its clients.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Patrick Hsu
Managing DirectorCRD 4473554
Wealth 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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