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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hawthorn Capital Management LLC
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|---|---|
| CRD # | 140752 |
| SEC # | 801-68248 |
| CIK # | |
| AUM | $132.4 M (2025-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-216-6633 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 112.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.8 |
| (h) Charitable organizations | 1 | 18.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 132.4 |
| By Discretionary | ||
| Discretionary | 18 | 132.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 132.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.4 | |
| Total | 18 | 132.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Value Capital LLC
✚
|
0.1 | |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
|
The Wealth Advantage Group Inc
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OH | 0.1 |
|
Financial Management Advisors Inc
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|
TN | 0.1 |
|
Delphinus Financial Advisors LLC
✚
|
MA | 0.1 |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Steve Lynch Wealth Management
✚
|
NM | 0.1 |
|
Arbor Investment Management LLC
✚
|
MI | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |