Hbv Capital Management LLC is a large advisory firm based in New York. It manages $482 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Hbv Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hbv Capital Management LLC is $482 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hbv Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Francis Harley has served as the Chief Investment Officer since 1 Apr 1999. Paul Herbert Dimmick joined the executive team most recently as the Member Of Board Of Managers.
The principal office where Hbv Capital Management LLC performs its advisory services is located at 200 Park Avenue, Suite 3300, New York, NY 10166, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-808-3950 or by fax 212-808-3955. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at www.hbvllc.com.