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 is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and charges both a percentage-of-assets fee and, in some situations, performance-based fees. The adviser reports an equity-oriented investment posture, does not identify as an active ESG investor, and is not set up as a capital allocator or pension consultant.
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 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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