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- Custodian
- --
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Hexeum Capital
Hexeum Capital is a Newport Beach, CA RIA providing personalized asset management and holistic planning, including tax strategies, risk management, retirement, estate, succession, and corporate advisory. Portfolios are built to match each client’s income, growth, and risk goals and are implemented through a roster of institutional money managers using a straightforward, balanced process, with allocations commonly using ETFs and investment-grade corporate bonds.
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Owner & Executives
ROHIT JILEDAR SINGH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5679037
- Ownership
- 75% or more
LUBNA ROHIT SINGH
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,191,848 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,191,848 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,191,848
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,332,831,378 | 33.2% |
| Corporate - Investment Grade | $3,801,390,890 | 54.1% |
| Cash | $892,378,268 | 12.7% |
| Total | $7,026,600,536 | 100.0% |