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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Pioneer pioneerCatalyst +more
- Established Date
- 06-01-2009
- Office Locations
- 4
Office Locations
About HIP Investor, Inc.
HIP Investor Ratings and Data (since 2006) provides quantitative impact and risk/return ratings for advisers, investors, and fund managers, plus HIP-managed higher-impact strategies. Its HIP Portal covers ~400,000 ratings across global securities and U.S. municipal issuers, with 10M+ data points available via API/datafeed. Strategies are offered directly and on platforms including Altruist and Charles Schwab. The firm is a PRI signatory.
Team overview
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Owner & Executives
ROSS PAUL HERMAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5650505
- Ownership
- 75% or more
JESSICA GREENE SKYLAR
Board Director, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
NICHOLAS WORRALL GOWER
--
- CRD
- #7995902
MEGAN ELLEN MORRICE
--
- CRD
- #5131675
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,699,627 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,699,627 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,699,627
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,119,620,656 | 68.2% |
| Cash | $2,853,430,159 | 31.8% |
| Total | $8,973,050,815 | 100.0% |