H
$228.9M Total AUM
$212.1M Disc. AUM
0.0% 3Y CAGR
2 Employees
40 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2005
- Office Locations
- 1
Office Locations
641 Lexington Avenue Suite 1529 NEW York NY
About Hemisphere Partners LLC
Hemisphere Partners LLC is a NEW York-based RIA. The firm has been operating for 20 years. Managing $228.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
69 AVG AGE
$114.4M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MITCHELL S HELLER
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #2953300
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROSEMARIE MARINO
MANAGING DIRECTOR
- CRD
- #1630607
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,137,578 | $1,226,229 |
| Non-Discretionary | $16,716,860 | $557,229 |
| Total | $228,854,438 | $1,127,362 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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