HCG Fund Management LP

RIASEC RegisteredEst. 2016
Total AUM
$347M
Discretionary
$298M
86% of AUM
Avg account
$23.2M
Accounts
15
Employees
11
Advisory reps
2

Firm details

Headquarters
Raleigh, North Carolina
CRD number
281615
Registered since
July 25, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HCG Fund Management LP is a limited partnership registered with the SEC in 2016 that operates as a manager of pooled investment vehicles. The firm is structured to run multiple product types, combining hedge fund and venture capital strategies and positioning itself as a multifaceted fund manager rather than a traditional wealth adviser. Its client base is institutional, and it serves in sponsor/GP and managing-member roles for the vehicles it runs. Compensation includes asset-based fees, fixed fees and performance-linked fees. The firm does not identify as an active ESG investor and is not characterized as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gretta Heaney

    Gretta Heaney

    Chief Compliance OfficerCRD 2618767

  • Hadi Habal

    Hadi Habal

    Co-Founder & CEOCRD 2937892

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
133 Fayetteville St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth