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Hscore Advisors LLC

Hscore Advisors LLC. CRD 330589

H

CRD: 330589

Hscore Advisors LLC

Dallas, TX, 75205
2146954045
$6.9M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
3 Employees
20 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Merrill Lynch
Clients
Retail
Platforms
--
Established Date
07-16-2024
Office Locations
1

Office Locations

2712 Westminster Ave. Dallas TX

About Hscore Advisors LLC

Hscore Advisors LLC is a Dallas-based RIA. The firm has been operating for 1 years. Managing $6.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Portfolio Construction.

Team overview

-- AVG AGE
$6.9M AVG AUM / ADVISOR
$345.5K AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Unison

Investment Themes

Ember

Investment Vehicles

Horizon unison

Services

Momentum pathway

Owner & Executives

S

SAKET KUMAR

Chief Investment Officer

CRD
--
Ownership
25% but less than 50%
(763) 983-5376
prime.unison@ridgecapital.com
in linkedin.com/in/value-matrix
H

HARI SHANKAR KUSUMAKAR

Chief Investment Officer

CRD
--
Ownership
25% but less than 50%
(926) 502-2214
signal.pathway@signalcapital.com
in linkedin.com/in/wave-pioneer
E

Ember fusion

Vital catalyst

CRD
#17177
Ownership
10.5%
(860) 584-3171
foundation.delta@signalcapital.com
in linkedin.com/in/zenith-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,810,000 --
Non-Discretionary $100,000 --
Total $6,910,000 --

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Separately Managed Accounts

Total SMA Asset: $6,910,000

$6.9M Total SMA
Equity - Exchange:
37.1%
Cash:
25.4%
Equity - OTC:
37.5%
Asset class Assets Assets %
Equity - Exchange $790,710,328 37.1%
Cash $541,348,850 25.4%
Equity - OTC $799,235,506 37.5%
Total $2,131,294,684 100.0%

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