$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2009
- Office Locations
- 1
Office Locations
-- Manlius NY
About Hefti Capital Management, LLC
Hefti Capital Management, LLC is a Manlius, NY-based registered investment adviser serving retail clients. Owner-led by Jonathan Osborn Hefti (CIO/CCO/President), the firm focuses on asset allocation and portfolio construction using ETFs and mutual funds, and lists cryptocurrency as an investment area.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$61.3K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Investment Themes
Fusion
Investment Vehicles
Timber unison
Services
Timber vector
Owner & Executives
J
JONATHAN OSBORN HEFTI
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
(797) 880-5084
legacy.harbor@valuecapital.com
in linkedin.com/in/radial-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,800,000
Equity - Exchange:
20.8% Cash:
41.7% Corporate - Investment Grade:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $832,629,565 | 20.8% |
| Cash | $1,669,262,156 | 41.7% |
| Corporate - Investment Grade | $1,501,135,033 | 37.5% |
| Total | $4,003,026,754 | 100.0% |