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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hayden Harper Wealth Advisory LLC
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|---|---|
| CRD # | 152091 |
| SEC # | 801-71103 |
| CIK # | |
| AUM | $168.8 M (2025-07-15) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 704-343-2447 |
| Address | 828 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Gaskin TEED Blue Fund LP | 2018-03-29 | 11.9 | |
| PE | Hayden Harper Multi-Strategy Fund LP | 2012-11-19 | 5.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 8.3 |
| (b) Individuals (high net worth individuals) | 37 | 148.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 11.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 168.8 |
| By Discretionary | ||
| Discretionary | 226 | 168.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 167.0 | |
| Total | 226 | 168.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MB Family Advisors LLC
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|
NY | 0.2 |
|
Maqro Advisors LLC
✚
|
TX | 0.2 |
|
Birchview Capital LP
✚
|
VT | 0.2 |
|
Blackgold Capital Management LP
✚
|
TX | 0.2 |
|
Welcy Capital Advisors LLC
✚
|
FL | 0.2 |
|
Open Field Capital LLC
✚
|
NY | 0.2 |
|
Season Investments LLC
✚
|
0.1 | |
|
CIG Asset Management Inc
✚
|
MI | 0.1 |
|
South Georgia Capital LLC
✚
|
IL | 0.1 |
|
Altai Capital Management LP
✚
|
0.1 |