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Financial Advisor

$18MM AUM | $180,000 GDC in Greenwich, CT

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Greenwich, CT, US
12 Month Gross Revenue
$180,000
Number of Accounts
120
Avg Client Age
50

Overview

Huckleberry Capital Management is a boutique investment manager operating as an RIA. We offer four investment strategies run by two portfolio managers. Though the strategies span mandates, they are bound by a common theme: We take sophisticated strategies, typically only available with minimums in the millions of dollars, and find ways to offer them at low or no minimums to all retail investors in all account types.

We charge a flat 1.00% of AUM for all strategies. We have no other fees.

We are building Huckleberry as a highly desirable place for talented investment managers to call home. We provide a business entity, cover all legal, regulatory, and compliance needs, provide client onboarding and administrative assistance, take care of website/tech needs, and otherwise make life grand for seriously skilled investment managers. We want investment managers focused on what they do best: Managing money.

 
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