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Hedonova Advisors LLC

Hedonova Advisors LLC. CRD 324941

H

CRD: 324941

Hedonova Advisors LLC

Post Falls, ID, 83854
2133401334
$643.2M Total AUM
$643.2M Disc. AUM
-- 3Y CAGR
41 Employees
2,853 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Morgan Stanley
Clients
Retail and Institutional
Platforms
--
Established Date
10-01-2022
Office Locations
1

Office Locations

784 S. Clearwater Loop # 4107 Post Falls ID

About Hedonova Advisors LLC

Hedonova Advisors LLC provides investment advisory services to retail and institutional clients, with a focus on accredited investors. The firm emphasizes portfolio construction and risk management, and supports planning needs such as tax planning and insurance. Investment exposures span alternatives and real assets (hedge funds, private equity, infrastructure, real estate) alongside public equity and emerging-market themes, including socially responsible mandates. SMA allocations show meaningful derivatives and OTC equity exposure; custodies with Morgan Stanley.

Team overview

-- AVG AGE
$58.5M AVG AUM / ADVISOR
$225.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
41 Employees
11 Advisory Reps
0 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Pioneer

Asset Classes

Ridge Harbor Ridge vector Delta Quantum Wave Legacy Meridian

Investment Themes

Frontier Pioneer signal Vector

Investment Vehicles

Frontier

Services

Insight zenith Ember capital Ridge

Owner & Executives

M

Munish Kumar

MANAGING DIRECTOR

CRD
--
Ownership
75% or more
(846) 929-8747
harbor.summit@fusioncapital.com
in linkedin.com/in/pioneer-alpha
S

Suman Bannerjee

Chief Investment Officer, DIRECTOR

CRD
--
Ownership
10% but less than 25%
(929) 678-5318
vector.peak@momentumcapital.com
in linkedin.com/in/focus-quantum
R

Ridge zenith

Foundation summit

CRD
#75358
Ownership
28.1%
(977) 615-5251
peak.delta@pioneercapital.com
in linkedin.com/in/matrix-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2023
11-27-2024
Category Assets AVG. Account size
Discretionary $643,194,000 $225,445
Non-Discretionary $0 --
Total $643,194,000 $225,445

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Separately Managed Accounts

Total SMA Asset: $577,429,000

$577.4M Total SMA
Equity - OTC:
25.0%
Derivatives:
26.6%
U.S. Government/Agency:
9.6%
Sovereign Bonds:
15.4%
Cash:
23.4%
Asset class Assets Assets %
Equity - OTC $183,912,056 25.0%
Derivatives $195,682,428 26.6%
U.S. Government/Agency $70,622,230 9.6%
Sovereign Bonds $113,289,827 15.4%
Cash $172,141,684 23.4%
Total $735,648,225 100.0%

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