HS Management Partners, LLC

RIASEC RegisteredEst. 2007

Total AUM

$470M

Discretionary

$470M

100% of AUM

Avg account

$8.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 145480
Registered since: October 25, 2007
Website: www.hsmanage.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Charitable Organizations40.64%
HNWI35.41%
Pooled Investment Vehicles15.79%
Corporations / Businesses8.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

HS Management Partners, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2007. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its business model centers on fee-based portfolio management (percentage of AUM) and the adviser lists portfolio management for individuals/small businesses, pooled investment vehicles, and business or institutional clients among its advisory activities. Regulatory filings indicate the firm is not flagged as an active ESG investor.