Hunter Capital Limited Partnership (New Albany)

Name: Hunter Capital Limited Partnership
Address: 29 S. High Street, New Albany, OH, 43054
Telephone: 614-289-1590

Hunter Capital Limited Partnership is a mid-sized advisory firm based in New Albany. It manages $98.79 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Ohio.

Hunter Capital Limited Partnership 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.

Hunter Capital Limited Partnership: assets under management

The assets under management (AUM) of Hunter Capital Limited Partnership is $98.79 million, all of which is managed in discretionary accounts. $98.79 million of the total AUM is attributable to clients outside of the United States.

The firm manages $98.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.93 million each.

Hunter Capital Limited Partnership has custody of $98.79 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hunter Capital Limited Partnership 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.

What kind of clients Hunter Capital Limited Partnership serves?

The only and largest group of clients of Hunter Capital Limited Partnership is pooled investment vehicles with 3 clients and $98.79 million of assets under management. Among the 9 most similar advisory firms, Hunter Capital Limited Partnership has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $98.79 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Hunter Capital Limited Partnership also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Hunter Capital Limited Partnership

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Grant William Bowman	Limited partner, principal	1 Mar 2018	50% - 75%	4922317
Brian Preston Waterhouse	Limited partner, principal	1 Mar 2018	25% - 50%	7051111
Hunter Capital Limited Partnership Gp Llc	General partner	1 Mar 2018	Other	82-4925870
Joshua Adam Brodman	Chief operating officer, chief financial officer, chief compliance officer	1 Aug 2018	Other	7051114

Based in New Albany

The principal office where Hunter Capital Limited Partnership performs its advisory services is located at 29 S. High Street, New Albany, OH 43054, 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 614-289-1590. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at huntercaplp.com and its LinkedIn profile.