HG CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
163904
Registered since
April 23, 2012

Firm profile

FINTRX

Overview

HG Capital, LLC is an independent SEC-registered adviser (since 2012) that functions primarily as a capital allocator and sponsor in the real estate space. The firm's regulatory profile and stated affiliations show it operating as a real estate broker/sponsor and as a general partner or managing member of pooled investment vehicles. That positioning indicates the firm sources, structures and manages private real estate investments on behalf of outside investors rather than operating as a traditional wealth manager with retail advisory accounts. The firm does not report being an active ESG investor and is not set up as a multi-state adviser or pension consultant. Its business activity is centered on forming and operating closed or pooled real estate vehicles, raising capital from multiple owners, and serving in sponsor/GP and asset-management roles.

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

Contacts

2 of 2
  • HENRY BANDET

    Founder and PartnerCRD 6052521

  • ANDREW JOBST

    PartnerCRD 6052524

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
633 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth