H
CRD: 323590
HSP Capital, LLC
Austin, TX
6099474110
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2022
- Office Locations
- 1
Office Locations
-- Austin TX
About HSP Capital, LLC
HSP Capital, LLC is a Austin-based RIA. The firm has been operating for 3 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum Focus catalyst
Investment Themes
Signal focus
Services
Legacy Harbor legacy
Owner & Executives
H
HARRIS SCOTT PERLMAN
PRINCIPAL
- CRD
- #5774142
- Ownership
- 75% or more
(222) 678-9724
vector.ridge@catalystcapital.com
in linkedin.com/in/peak-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,896,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,896,260 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,896,260
Equity - Exchange:
47.5% Equity - OTC:
42.2% Cash:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $274,589,542 | 47.5% |
| Equity - OTC | $243,951,130 | 42.2% |
| Cash | $59,542,575 | 10.3% |
| Total | $578,083,247 | 100.0% |