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| Hub Investment Partners LLC
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|---|---|
| CRD # | 307956 |
| SEC # | 801-118346 |
| CIK # | 0001632539, 0001841815, 0001775288 |
| AUM | $9.0 B (2025-03-27) |
| Employees | 144 (56% Investors, 0% Brokers) |
| Phone | 512-600-5390 |
| Address | 900 S Capital of Tx Highway Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | 1845 Real Estate Holdings LLC | 2015-06-19 | 2.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,471 | 1.2 |
| (b) Individuals (high net worth individuals) | 772 | 3.7 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 57 | 4.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 8,633 | 9.0 |
| By Discretionary | ||
| Discretionary | 8,489 | 6.2 |
| Non-Discretionary | 144 | 2.8 |
| Total | 8,633 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 8,633 | 9.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632539] | |
| D | [0001775288] | |
| 13F-HR | [0001841815] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lansing Street Advisors LLC
✚
|
PA | 0.4 |
|
Harold Davidson & Associates Inc
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|
CA | 0.4 |
|
Invesco LLC
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|
IL | 0.3 |
|
Solutions 4 Wealth Ltd
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|
TX | 0.2 |
|
Dyche Wealth Management Inc
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|
GA | 0.1 |
|
HoyleCohen LLC
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|
CA | 0.0 |
|
FAC Propertys LLC
✚
|
NY | 0.0 |
|
Jones Barclay Boston & Company
✚
|
CO | 0.0 |
|
GMO Renewable Resources LLC
✚
|
MA | 0.0 |