HDI Capital LLC

Overview

HDI Capital LLC is a small, SEC-registered investment adviser formed in 2015 that focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm is structured as a limited liability company owned by an individual and reports a fee model that combines a percentage-of-AUM charge with performance-based fees. HDI Capital identifies equities as its primary preference and does not list ESG investing or multi-state adviser activity as part of its profile. Investment activity centers on exchange-traded instruments: the firm’s filings show a marked use of exchange-traded equities and ETFs as the main vehicle for client exposure. Advisory work appears concentrated and active given the custody footprint at Interactive Brokers, which tends to support direct trading and access to liquid, exchange-traded instruments, alongside a smaller Pershing relationship representing a more traditional custody channel.

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Public Holdings

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Location & Offices