Hawks Point Capital Partners LLC

RIASEC RegisteredEst. 2021
Total AUM
$61.4M
Discretionary
$0
0% of AUM
Avg account
$30.7M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Rye Brook, New York
CRD number
307006
Registered since
December 21, 2021
Fee structure
Percentage of AUM
Client types
  • Insurance Companies61.77%
  • Other Investment Advisers38.23%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hawks Point Capital Partners LLC is an SEC-registered institutional registered investment adviser that focuses on portfolio management for institutional and business clients. Organized as an LLC and registered in 2021, the firm is owned by an individual and charges fees based on a percentage of assets under management. It identifies its client base as institutional, does not present itself as a capital allocator, and is not active on ESG integration according to its disclosures. The adviser’s regulatory filings indicate it provides non-discretionary portfolio management for businesses or institutions rather than direct retail wealth management or pension consulting. The firm is not registered as a multi-state adviser and does not report related adviser arrangements.

Assets & Accounts

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: Other 100%100%
  • Other100%

Contacts

3 of 3
  • Nana Baffour-gyewu

    MemberCRD 4440892

  • John Hartzell

    John Hartzell

    Co-Founder & Managing PartnerCRD 7211198

  • Jaime Garza

    Jaime Garza

    Co-Founder & Managing PartnerCRD 7211200

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rye Brook, NY

Westchester

Location

Rye Brook, NY

Headquartered in Rye Brook, NY, 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
Westchester
Address
800 Westchester Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth