HINDE GROUP LLC

RIASEC Registered
Total AUM
$27.7M
Discretionary
$27.7M
100% of AUM
Avg account
$954K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
174994
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Contacts

1 of 1
  • MARC WERRES

    Managing PartnerCRD 4715042

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth