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 a privately owned investment adviser organized as an LLC and registered with the SEC since 2007. The firm operates on a percentage-of-AUM fee model and serves both individual/family and institutional clients. Its advisory work spans discretionary portfolio management for individuals and small businesses, for pooled investment vehicles, and for institutions or businesses. The firm does not identify as an active ESG investor and is not listed as a pension consultant or capital allocator.