HEXEUM CAPITAL
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 298791
- Website
- www.hexeumcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.13%
- Individuals18.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hexeum Capital operates as a small, independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm acts as a capital allocator, blending discretionary portfolio management with financial planning and selection-of-advisers services. Its advisory scope includes portfolio management for individuals, small businesses and other business or institutional clients, plus educational seminars and workshops. Hexeum Capital also performs insurance brokerage and other financial product sales, which feeds into how it structures liability-management and income solutions for clients. Investment activity centers on a clear equity preference: the firm favors exchange-traded equities as the primary building block of client portfolios while supplementing that exposure with third-party alternatives and insurance products. Hexeum Capital uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — enabling flexible engagement models for different client circumstances. The adviser does not list ESG as an active investment orientation.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities70%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1ROHIT SINGH
Chief Executive OfficerCRD 5679037
Contacts
1 of 1LUBNA SINGH
MemberCRD 7014845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 5000 Birch St
- Time zone
- PT (UTC-8)
- Office locations
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