|
⚲
|
| Hayden Harper Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 152091 |
| SEC # | 801-71103 |
| CIK # | |
| AUM | $119.1 MM (2024-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 704-343-2447 |
| Address | 828 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Gaskin TEED Blue Fund LP | 2018-03-29 | 9.5 | |
| PE | Hayden Harper Multi-Strategy Fund LP | 2012-11-19 | 5.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 11.7 |
| (b) Individuals (high net worth individuals) | 26 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 10.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 119.1 |
| By Discretionary | ||
| Discretionary | 253 | 119.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 118.1 | |
| Total | 253 | 119.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Welcy Capital Advisors LLC
✚
|
FL | 0.2 |
|
Season Investments LLC
✚
|
CO | 0.1 |
|
Open Field Capital LLC
✚
|
NY | 0.1 |
|
CIG Asset Management Inc
✚
|
MI | 0.1 |
|
South Georgia Capital LLC
✚
|
IL | 0.1 |
|
Heirloom Investment Management LLC
✚
|
0.1 | |
|
Pope Asset Management LLC
✚
|
TN | 0.1 |
|
Hudson Park Management LLC
✚
|
NY | 0.1 |
|
Gordon Asset Management LLC
✚
|
TX | 0.1 |
|
RGA Investment Advisors LLC
✚
|
NY | 0.1 |