HORIKO CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 126343
- Registered since
- October 6, 2017
- Website
- horikocapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.39%
- HNWI24.45%
- Investment Companies23.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Horiko Capital Management LLC is an SEC-registered hedge fund adviser organized as a limited liability company and established in 2017. The firm advises both individual/family and institutional clients and manages pooled investment vehicles, acting at times as sponsor, general partner, or managing member of those vehicles. Its compensation structure includes asset-based fees, performance fees, and hourly billing. Horiko does not position itself as an ESG investor and is not registered as a multi-state adviser.
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 Equities100%
Owners & executives
1 of 1HIDEJI HORIKO
President, CEOCRD 4649966
Contacts
1 of 1ERIK DOLAN
CCOCRD 3161467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$10.6M in ETFs
100%
$10.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $10.5M | 98,600 | 98.81% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1600 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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