HEMISPHERE PARTNERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 136535
- Registered since
- August 22, 2005
- Custodians
- MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hemisphere Partners LLC is an independent registered investment adviser that manages concentrated relationships with high-net-worth individuals and families. The firm operates as a capital allocator: it builds discretionary portfolios while also retaining the ability to select and monitor third‑party managers on clients’ behalf. Its stated advisory activities center on portfolio management for individuals and small businesses and the selection of other advisers, and it charges clients on a percentage‑of‑assets basis. Investment posture leans toward professionally managed public funds as the backbone of client portfolios, supplemented by external specialized managers across private markets and other alternative strategies. Hemisphere is not positioned as an ESG-focused manager and does not operate as a multi‑state adviser or pension consultant; its model emphasizes tailored wealth management rather than institutional plan consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds8%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2ROSEMARIE MARINO
Investment Management AdvisorCRD 1630607
MITCHELL HELLER
OwnerCRD 2953300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 641 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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