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| Keyboard |
| Hicks Capital Management LLC
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|---|---|
| CRD # | 158609 |
| SEC # | 801-113560 |
| CIK # | 0002062978 |
| AUM | 344.7 M (2026-06-15) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 614-944-5210 |
| Address | 4200 Regent Street, Suite 200 Columbus, OH 43219 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.3 | ||
| Fifth Third Bancorp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 92.0 |
| (b) Individuals (high net worth individuals) | 65 | 252.8 |
| (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 | 0 | 0.0 |
| (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 | 1,020 | 344.7 |
| By Discretionary | ||
| Discretionary | 1,009 | 340.7 |
| Non-Discretionary | 11 | 4.1 |
| Total | 1,020 | 344.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.7 | |
| Total | 1,020 | 344.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Los Angeles Department of Water and Power Employees' Retirement Plan | |
| Oregon Public Employees Retirement Fund | |
| State Board of Administration of Florida |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002062978] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Pachira Investments Inc
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|
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