HINES CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$515M
Accounts
10
Employees
839
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
307282
Registered since
December 4, 2020
Fee structure
Percentage of AUM, Commissions, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hines Capital Advisors LLC is an SEC-registered investment manager formed as an LLC in 2020 that serves institutional clients. The firm is organized to run pooled investment vehicles and is characterized as a multifaceted manager—operating hedge funds, private equity vehicles and real estate funds. Its advisory emphasis is portfolio management for pooled funds. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. It reports using a mix of fee arrangements including asset-based fees, commissions, performance fees and other fee types. Regulatory/industry roles noted for the firm include activity as a broker-dealer affiliate, an investment adviser, and a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

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

Owners & executives

3 of 3
  • KEITH MONTGOMERY

    Chief Financial OfficerCRD 4965164

  • JAMES MORGENROTH

    Chief Financial OfficerCRD 4724817

  • LeRonica Hill

    Chief Compliance OfficerCRD 4936282

Contacts

2 of 2
  • Jeffrey Folkerts

    Vice President, ControllerCRD 8123277

  • Alfonso Munk

    Co-HeadCRD 7240292

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
845 Texas St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth