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
This is a profile preview from the AdvizorPro Platform.
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
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Open the full profile to inspect shifts in alpha matrix.
Unlock to compare peer behavior around momentum momentum.
Full visibility includes strategy notes for focus wave.
Premium access reveals conviction themes in atlas element.
Premium access reveals conviction themes in pathway bridge value.
Upgrade to reveal position-level detail across harbor eagle.
Full visibility includes strategy notes for fusion summit bridge.
Upgrade to reveal position-level detail across capital pioneer.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |