Hunter Associates LLC

Overview

Hunter Associates LLC is an SEC-registered investment firm organized as a limited liability company and operating as an independent broker-dealer with insurance brokerage capabilities. Registered in 1992, the firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions. Its business model blends advisory services (including selection of other advisers) with transactional broker-dealer activities, and it acts as a capital allocator across both public and private strategies. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm is not positioned as an ESG-driven investor in the data provided. Industry affiliations indicate Hunter Associates also functions as a sponsor and general partner or managing member of pooled investment vehicles, consistent with its role in creating or managing private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices