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, individual-owned registered investment adviser structured as an LLC. The firm is SEC-registered (initial registration in 2008) and provides fee-based wealth management and planning services to both individual/family clients and institutional or business clients. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Hurley Capital charges a mix of percentage-of-assets and fixed fees and identifies itself as an active ESG investor.
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 Funds35%
- Exchange Traded Equities22%
- US Government Bonds16%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 219Active vs passive
$144M in ETFs
88%
$127M
11%
$16.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $13.6M | 62,921 | 9.45% |
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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