Hourglass Capital, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 147754
- Registered since
- August 4, 2008
- Website
- www.hourglasscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.7%
- Pension & Profit Sharing Plans3.46%
- Charitable Organizations2.58%
- Corporations / Businesses1.83%
- Individuals1.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hourglass Capital, LLC is an independent registered investment adviser organized as a limited liability company and operating since 2008. The firm advises both individual/family clients and institutional/business accounts, with portfolio management services aimed at individuals, small businesses and larger business or institutional mandates. Its billing mixes a percentage-of-assets model with performance-based fees. Hourglass is not identified as an active ESG investor and does not report multi-state adviser status.
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 Equivalents8%
- Public Funds/Mutual Funds6%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 5John Moffet
PrincipalCRD 2259293
Kenneth Moffet
Managing PrincipalCRD 1508178
Stacey Moffet
CRD 8235029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$54.2M in ETFs
100%
$54.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13M | 17,372 | 23.93% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5020 Montrose Blvd
- Time zone
- CT (UTC-6)
- Office locations
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