HONTE ADVISORS LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 308341
- Registered since
- August 10, 2020
- Website
- honteinv.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Honte Advisors LLC is a hedge fund–style adviser organized as an LLC and registered with the SEC in 2020. The firm operates primarily as a manager of pooled investment vehicles and is active as a sponsor/GP and managing member of those vehicles. Its stated business activities include providing portfolio management for pooled funds and operating in a CPO/CTA capacity, which signals experience with derivatives or futures-based strategies alongside traditional hedge fund techniques. Clients are institutional and the firm charges a mix of percentage-of-AUM and performance-based fees (with other fee elements noted in filings). Honte does not position itself as an ESG investor and is not described as a multi-state adviser or pension consultant. The firm's structure and activities point toward concentrated, institutionally oriented fund management rather than broad retail advisory services.
Assets & Accounts
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
Owners & executives
3 of 3ALEX GUREVICH
Founder and CIOCRD 2935358
QIN ZHU
Chief Operating Officer and Chief Risk OfficerCRD 2518764
KUSHAN BALASOORIYA
Chief Financial OfficerCRD 7576562
Contacts
1 of 1Joann Shie-Chen
Head of OperationsCRD 7576550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 2001 Addison St
- Time zone
- PT (UTC-8)
- Office locations
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