Honeyguide Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 334529
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Honeyguide Capital Partners operates as a small, client-focused investment adviser that concentrates its portfolios on exchange-traded equity exposure while maintaining access to third-party alternative managers. The firm provides portfolio management for individuals, small businesses and institutional clients under a percentage-of-AUM fee model and manages all reported assets on a discretionary basis. Its client base is primarily individual and family relationships, and the firm is structured as a single-office limited liability company owned by an individual. Honeyguide is not positioned as an ESG investor and is not registered as a multi-state adviser. Investment activity shows a clear preference for publicly traded equities as the primary building block of client portfolios, supplemented by mutual funds and a suite of external alternative products. Given the firm’s small aggregate asset base and average account sizes, the investment approach appears geared toward liquid, cost-efficient instruments that deliver immediate market exposure and diversification without high minimum commitments.
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 Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1
Nathan Kirckof
CEOCRD 8027461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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