Hovan Capital Management, LLC (Belvedere)


Hovan Capital Management, LLC is an adviser based in Belvedere. It manages $2.92 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Hovan Capital Management provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hovan Capital Management: assets under management

The assets under management (AUM) of Hovan Capital Management, LLC is $2.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $973.68 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hovan 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lisa Blair Hovan Member 1 Jan 2004 50% - 75% 4659652
Kurt Steven Hovan Member 1 Jan 2004 50% - 75% 2240602

Based in Belvedere

The principal office where Hovan Capital Management, LLC performs its advisory services is located at 81 Beach Road, Belvedere, CA 94920 2388, 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 (415) 435-1971 or by fax (415) 435-2382. The normal business hours are 5:00 am - 4:30 pm pst on Monday - Friday. You can find more information about the New York firm at www.hovancapital.com.