HEMISPHERE PARTNERS LLC

RIASEC RegisteredEst. 2005
Total AUM
$229M
Discretionary
$212M
93% of AUM
Avg account
$1.1M
Accounts
203
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 57%, Exchange Traded Equities 26%, Investment Grade Corp Bonds 8%, US Government Bonds 3%, Cash & Cash Equivalents 3%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities26%
  • Investment Grade Corp Bonds8%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • ROSEMARIE MARINO

    Investment Management AdvisorCRD 1630607

  • MITCHELL HELLER

    OwnerCRD 2953300

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth