SUNCAP MANAGEMENT
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 304638
- Registered since
- July 30, 2019
- Website
- www.hackett-group.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government92.11%
- Individuals3.42%
- HNWI3.16%
- Pension & Profit Sharing Plans1.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Suncap Management is an independent registered investment adviser structured as a corporation and SEC-registered in 2019. The firm serves both individual/family and institutional clients and operates as a capital allocator; it also provides municipal advisory services. Its advisory menu covers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Suncap does not present itself as an active ESG investor and is not positioned as a multi-state adviser.
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
- Exchange Traded Equities75%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1BERNARD ROBERTSON
Chief Operating OfficerCRD 4875947
Contacts
1 of 1CHADRICK KENNEDY
Financial RepresentativeCRD 4695283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 2021 Lakeshore Dr
- Time zone
- CT (UTC-6)
- Office locations
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