HSP Capital, LLC
RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$1.5M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323590
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI94.86%
- Individuals5.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hsp Capital, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a performance-based fee structure, aligning its interests with those of its clients. Hsp Capital does not classify itself as a capital allocator and does not engage in ESG investing. The firm caters to a client base that includes individuals and families, emphasizing personalized investment strategies tailored to their specific financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Non-Exchange Traded Equities31%
- Cash & Cash Equivalents11%
Contacts
1 of 1
Harris Perlman
DirectorCRD 5774142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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