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
- HNWI94.99%
- Pooled Investment Vehicles3.43%
- Individuals1.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hinde Group LLC is a small, equity-oriented registered investment advisor that provides discretionary portfolio management to individuals, families and pooled investment vehicles. The firm operates as a limited liability company with an individual owner and charges clients on a percentage-of-assets-under-management basis. Its advisory practice focuses on direct portfolio management rather than pension consulting or broad fiduciary consulting services, and it does not position itself as an active ESG investor. Investment activity centers on publicly traded equities, with portfolio construction that favors exchange-traded instruments and SMA-style implementation. The firm also allocates to third-party alternative managers, primarily in real estate and private credit, and uses mutual funds and corporate debt to supplement core equity exposures. That mix suggests a tilt toward liquid equity exposure for core holdings with selective use of private-market strategies for income and diversification.
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 1MARC 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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