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 that acts primarily as an active manager of pooled investment vehicles for institutional clients. Registered in 2016, the firm operates as a multi-strategy manager with activity across hedge fund strategies and venture capital, and it serves as sponsor, general partner and managing member of its funds. Its business model combines traditional fee components — a percentage of assets under management, fixed fees and performance-based fees — reflecting a blend of asset management and incentive-aligned compensation typical of hedge/VC managers. Investment activity centers on managing pooled vehicles rather than individual advisory accounts. The firm does not position itself as an ESG-focused investor. Institutional allocations and fund structures dominate its client profile, and the firm’s stated advisory activity is portfolio management for pooled investment vehicles rather than direct advisory to retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • GRETTA HEANEY

    Chief Compliance OfficerCRD 2618767

  • HADI HABAL

    Co-Founder & CEOCRD 2937892

Wealth teams

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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