HURLEY CAPITAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 130051
- Registered since
- June 12, 2008
- Website
- hurleycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.73%
- Individuals11.1%
- Corporations / Businesses8.71%
- Pension & Profit Sharing Plans2.22%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hurley Capital, LLC is an independent registered investment adviser that has been SEC-registered since 2008 and is organized as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional mandates, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee model combines asset-based fees and fixed fees. Hurley Capital identifies as an active ESG investor and provides advisory services on a discretionary and non-discretionary basis.
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
- Public Funds/Mutual Funds35%
- Exchange Traded Equities22%
- US Government Bonds16%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Contacts
3 of 3Constantinos Athanailos
Wealth Management AssociateCRD 7556789
CHARLES GOLDBLUM
FounderCRD 4065530
Andrew Shoemaker
Financial Advisor, Operations AssistantCRD 6611675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 194Active vs passive
$127M in ETFs
89%
$114M
10%
$13.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF) | BlackRock | Passive | High Yield Bond | $13.1M | 571,769 | 10.30% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 299 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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