H
CRD: 153849
Hawkeye Investment Management LLC
Demarest, NJ
2018031332
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2010
- Office Locations
- 1
Office Locations
-- Demarest NJ
About Hawkeye Investment Management LLC
Hawkeye Investment Management LLC is a Demarest-based RIA. The firm has been operating for 15 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley.
Team overview
50 AVG AGE
$9.0M AVG AUM / ADVISOR
$562.5K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Client Personas
Optima wave
Owner & Executives
P
PATRICK WEN HSU
Managing Director, PRINCIPAL
- CRD
- #4473554
- Ownership
- 75% or more
(939) 482-5846
optima.legacy@elementcapital.com
in linkedin.com/in/harbor-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
49.5% Cash:
50.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,099,101,534 | 49.5% |
| Cash | $3,161,709,645 | 50.5% |
| Total | $6,260,811,179 | 100.0% |