Hourglass Capital, LLC

RIASEC Registered

Total AUM

$769M

Discretionary

$769M

100% of AUM

Avg account

$3.1M

Accounts

245

Employees

Advisory reps

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

FINTRX

Overview

Hourglass Capital, LLC is an independent registered investment adviser that has been SEC-registered since 2008. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fee model combines a percentage-of-AUM schedule with performance-based fees, and it operates as an active portfolio manager rather than as a capital allocator. Hourglass positions itself with an equity-first preference and does not identify as an active ESG investor. Advisory scope is focused on discretionary management: the firm reports its discretionary assets as effectively equal to its total reported assets.