Honeyguide Capital Partners

RIASEC Registered
Total AUM
$738K
Discretionary
$738K
100% of AUM
Avg account
$56.8K
Accounts
13
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Owners & executives

1 of 1
  • Nathan Kirckof

    Nathan Kirckof

    CEOCRD 8027461

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth