Hinde Group LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 174994
- Website
- www.hinde-group.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.42%
- Individuals1.58%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hinde Group LLC is an owner-operated limited liability company that provides portfolio management primarily for individual and small-business clients, while also serving some institutional relationships. The firm charges fees as a percentage of assets under management and reports its advisory focus as discretionary portfolio management. It does not present itself as an active ESG investor, is not registered as a multi-state adviser, and does not perform pension consulting or act as a capital allocator.
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 Equities93%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Marc Werres
Managing PartnerCRD 4715042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, 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 Francisco
- Address
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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