HK Funds
Firm details
- Headquarters
- ,
- CRD number
- 338583
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI51.48%
- Individuals48.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HK Funds is an independent limited liability advisory firm controlled by an individual owner that serves primarily individual and family clients. Its advisory scope centers on discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm charges fees tied to assets under management (and other fee arrangements) and does not list itself as a capital allocator. HK Funds does not identify as an active ESG investor, is not a multistate adviser per the snapshot, and the year it registered with the SEC is not provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Cash & Cash Equivalents34%
Owners & executives
1 of 1
Anthony Kurlas
Managing Partner and Chief Compliance OfficerCRD 2436264
Contacts
1 of 1
Peter Hunt
Managing DirectorCRD 2427162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations