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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonSummit vector +more
- Established Date
- 08-05-2014
- Office Locations
- 2
Office Locations
About Hemispheres Investment Management
Hemispheres Investment Management is an independent, 100% employee-owned, fee-based RIA registered in CA and CO, serving primarily Western U.S. clients (with select out-of-state relationships). The firm manages globally oriented portfolios of domestic and international listed securities, with client assets custodied at Charles Schwab. Led by CFA charterholders and publishes market risk commentary.
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Owner & Executives
MICHAEL ANDREW HART MR.
Chief Executive Officer, Managing Director
- CRD
- #4653874
- Ownership
- 50% but less than 75%
REBECCA KATHLEEN HOLDEN
Director, PORTFOLIO MANAGER
- CRD
- #4273715
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,777,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,777,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,777,012
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $368,479,697 | 24.4% |
| Corporate - Investment Grade | $365,459,372 | 24.2% |
| Corporate - Non-Investment Grade | $323,174,816 | 21.4% |
| U.S. Government/Agency | $283,910,586 | 18.8% |
| Other | $169,138,222 | 11.2% |
| Total | $1,510,162,693 | 100.0% |