HPS ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$28.5B
Discretionary
$28.5B
100% of AUM
Avg account
$14.3B
Accounts
2
Employees
826
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
324983
Registered since
March 10, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

HPS Advisors, LLC is an SEC-registered limited liability company (registered in 2023) that serves institutional clients. The firm operates as an investment manager with roles that include acting as a CPO/CTA and providing portfolio management for investment companies. Its fee model combines percentage-of-AUM charges with performance-based fees, and it functions in sponsor/GP and managing-member capacities for pooled investment vehicles. The firm does not identify as an active ESG investor and is not classified as a multi-state or pension consultant adviser. Industry relationships listed for the firm include broker-dealer affiliation, other investment adviser roles, CPO/CTA activity, connections to an insurance company, and responsibilities as sponsor, general partner, or managing member of pooled funds. The combination of those activities positions the firm to run pooled funds and investment-company mandates for large institutional counterparties.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JOSEPH VIRGILIO

    Chief Compliance OfficerCRD 2041281

  • SCOTT KAPNICK

    Founding Partner & Chief Executive OfficerCRD 1690222

  • PAUL KNOLLMEYER

    Founding Partner, Chief Financial OfficerCRD 4919933

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Contacts

1 of 1
  • YOOHYUN KATHERINE CHOI

    General Counsel, Managing DirectorCRD 6105476

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
40 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth