HUNTER CAPITAL MANAGEMENT
Firm details
- Headquarters
- LOMBARD, Illinois
- CRD number
- 309050
- Registered since
- May 15, 2020
- Website
- www.hunterfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.95%
- Corporations / Businesses9.37%
- Charitable Organizations8.33%
- Pooled Investment Vehicles7.86%
- State / Municipal Government5.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hunter Capital Management is an SEC‑registered advisory LLC (registered in 2020) that is classified in FINTRX as a private equity fund but operates across both private and public portfolios. The firm serves individuals, families and institutional clients, providing portfolio management for individuals/small businesses, investment companies and pooled investment vehicles. It also functions as sponsor/GP and reports CPO/CTA activities, indicating involvement in operating and managing pooled investment vehicles. Its fee arrangement combines a percentage-of-AUM component with performance-based fees. Hunter Capital Management is not identified as an active ESG investor and is not a multi‑state adviser in the FINTRX snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3BENJAMIN WILSON
President, CFO, Head TraderCRD 4205400
JEFFREY KAUTZ
Co-Founder & CEOCRD 2704948
RICHARD PHILLIP ROVETTO
Chief Compliance OfficerCRD 406012
Contacts
3 of 8RANDALL HUGHES
Portfolio ManagerCRD 2368556
PETER LISNIC
Registered Investment AdvisorCRD 4386937
Colin Plunkett
Equity AnalystCRD 5031423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$5.5M in ETFs
95%
$5.2M
0%
$302K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.4M | 2,140 | 25.48% |
Location
LOMBARD, IL
DU PAGE
Location
LOMBARD, IL
Headquartered in LOMBARD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 377 E Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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