HBK Capital Management

RIASEC RegisteredEst. 2009
Total AUM
$35.6B
Discretionary
$35.6B
100% of AUM
Avg account
$4B
Accounts
9
Employees
198
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
115079
Registered since
October 19, 2009
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.83%
  • Other Investment Advisers4%
  • Sovereign Wealth Funds1.17%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

HBK Capital Management operates as a multifaceted investment manager organized as a limited partnership and registered with the SEC since 2009. The firm services primarily institutional clients and combines hedge fund and private equity activity with roles as sponsor, general partner, and manager of pooled vehicles. Its fee model includes both a percentage-of-AUM component and performance-based fees. HBK also conducts CPO/CTA-type business activities and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Public filings indicate it does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 67%, Non-Investment Grade Corp Bonds 25%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 1%, Derivatives 1%67%
  • Exchange Traded Equities67%
  • Non-Investment Grade Corp Bonds25%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds1%
  • Derivatives1%

Owners & executives

2 of 2
  • Roya Doud

    Roya Doud

    Chief Compliance OfficerCRD 6478617

  • Matthew Luth

    Matthew Luth

    Co-Chief Investment OfficerCRD 7345925

Contacts

3 of 4
  • Heather Harris

    Heather Harris

    Managing DirectorCRD 4144805

  • Jamiel Akhtar

    Jamiel Akhtar

    Managing DirectorCRD 2334883

  • Justin Conner

    Justin Conner

    General CounselCRD 8186355

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$101M in ETFs

Passive

56%

$55.9M

Active

0%

$44.8M

ETFProviderStyleCategoryValueShares% of portfolio
ARK 21SHARES BITCOIN ETF (ARKB)ARKPassiveDigital Assets$44.2M1,966,88743.91%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2300 N Field St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth