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| The Hackett Group LLC
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|
|---|---|
| CRD # | 304638 |
| SEC # | 801-117295 |
| CIK # | 0001057379 |
| AUM | $570.0 MM (2023-03-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 504-304-9593 |
| Address | 2021 Lakeshore Drive New Orleans, LA 70122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 50.0 |
| (b) Individuals (high net worth individuals) | 47 | 20.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 500.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 150 | 570.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 150 | 570.0 |
| Total | 150 | 570.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 570.0 | |
| Total | 150 | 570.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 10-K | [0001057379] | |
| 10-Q | [0001057379] | |
| 3 | [0001057379] | |
| 4 | [0001057379] | |
| 8-K | [0001057379] | |
| SC 13G | [0001057379] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
The Hackett Group LLC
✚
|
LA | 0.6 |
|
Toni Hackett Antrum
✚
|
LA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.6 |
|
Investment Management of Virginia LLC
✚
|
VA | 0.6 |
|
Ipswich Investment Management Company Inc
✚
|
MA | 0.6 |
|
Marquette Asset Management LLC
✚
|
MN | 0.6 |
|
Teton Advisors LLC
✚
|
CT | 0.6 |
|
Falcon Wealth Planning Inc
✚
|
CA | 0.6 |
|
Chesme LLC
✚
|
MI | 0.6 |
|
Strategic Advisors LLC
✚
|
NY | 0.6 |
|
Cherry Bekaert Wealth Management LLC
✚
|
VA | 0.6 |
|
Chatham Capital Group Inc
✚
|
GA | 0.6 |