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 institutional RIA that provides discretionary portfolio management across individual, pooled vehicle, and institutional clients. Organized as an LLC and operating since at least 2007, the firm charges fees as a percentage of assets under management and does not market itself as an ESG-focused adviser. Its client base includes both individual and family investors as well as institutional accounts, and its stated advisory activities center on portfolio management rather than pension consulting or capital allocation.