|
⚲
|
| Hawthorn Capital Management LLC
✚
|
|
|---|---|
| CRD # | 140752 |
| SEC # | 801-68248 |
| CIK # | |
| AUM | $104.0 MM (2023-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-216-6633 |
| Address | 2920 Thorn Road Sebastopol, CA 95472 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.4 |
| (h) Charitable organizations | 1 | 12.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 104.0 |
| By Discretionary | ||
| Discretionary | 20 | 104.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 104.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.0 | |
| Total | 20 | 104.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kensington Financial Group Inc
✚
|
NC | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Integrated Wealth Advisors LLC
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|
DE | 0.1 |
|
Resource 1 Inc
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|
VA | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Strategic Asset Management LLC
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|
MN | 0.1 |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.1 |
|
Allison Investment Management LLC
✚
|
SC | 0.1 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.1 |
|
Butler Financial Services Inc
✚
|
CO | 0.1 |