Hq Capital Private Equity LLC is a large advisory firm based in New York. It manages $4.84 billion of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.
Hq Capital Private Equity provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hq Capital Private Equity LLC is $4.84 billion. The firm's AUM has grown by 30% since the beginning of its operation, and $4.61 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hq Capital Private Equity LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hq Capital Private Equity is pooled investment vehicles with 79 clients and $3.63 billion of assets under management. Among the 10 most similar advisory firms, Hq Capital Private Equity has the 5th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.52 billion for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 93% of the firm’s clients are foreign persons or businesses.
Hq Capital Private Equity also advises several private funds. Namely, thirty two private equity funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 100 people that are either part- or full-time employees. 23 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Benjamin Gray Wilson joined the executive team most recently as the Managing Director.
The principal office where Hq Capital Private Equity LLC performs its advisory services is located at 1290 Avenue Of The Americas, New York, NY 10104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-863-2300 or by fax 212-593-2974. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at hqcapital.com.