Hyve

RIASEC RegisteredEst. 2022
Total AUM
Avg account
$0
Accounts
0
Employees
12
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
322634
Registered since
August 18, 2022
Fee structure
Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Hyve is a very small SEC-registered advisory firm that identifies its primary advisory activity as financial planning services. The firm was registered in 2022 and is classified as an unclassified domestic entity/individual adviser. Hyve reports that it is not a capital allocator and does not identify as an active ESG investor, which aligns with a practice focused on delivering advice rather than running pooled funds or making firm-level investment commitments. The firm’s stated fee structure is listed as “other,” which, together with its emphasis on planning, suggests Hyve likely charges for advice through non‑AUM arrangements (for example hourly, project, retainer or subscription models) rather than relying on traditional asset-based fees. Industry affiliations are described as “Other Investment Adviser,” indicating Hyve operates within the advisory channel rather than as a broker-dealer or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Dane

    Jonathan Dane

    Managing Partner and Chief Investment OfficerCRD 5517335

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth