Hunt Investment Management, LLC (New York)


Hunt Investment Management, LLC is a large advisory firm based in New York. It manages $839.32 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Connecticut, and 15 other states.

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Hunt Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hunt Investment Management: assets under management

The assets under management (AUM) of Hunt Investment Management, LLC is $839.32 million. The firm's AUM has gone down by -73% since the beginning of its operation, and $8.2 million of the total AUM is attributable to clients outside of the United States.


The firm manages $695.88 million in discretionary accounts and $143.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $71.72 million.
Hunt Investment Management has custody of $831.12 million in cash and securities for 19 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hunt Investment Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hunt Investment Management serves?

The only and largest group of clients of Hunt Investment Management is pooled investment vehicles with 19 clients and $831.12 million of assets under management. Among the 8 most similar advisory firms, Hunt Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $831.12 million for 19 clients. 15% of the firm’s clients are foreign persons or businesses.

Hunt Investment Management also advises several private funds. Namely, fifteen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $30,000,000.

Careers at Hunt Investment Management, LLC

The company employs 74 people that are either part- or full-time employees. 42 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Llc Hunt Fs Holdings I joined the executive team most recently as the Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Douglas Charles Wills Chief compliance officer 1 Jan 2010 Other 5758956
Llc Hunt Investment Management Holdings Member 1 Mar 2010 75% - 100% 27-1967658
Ryan William Luxon President / chief investment officer / member of board of managers 1 Dec 2012 Other 5852435
David Jay Friedman Chief operating officer 1 Dec 2012 Other 6157410
William Kell Chief financial officer 1 Dec 2012 Other 6157476
Kara Elaine Harchuck Executive vice president / general counsel / secretary 1 Dec 2012 Other 6157478
Paul Joseph Dolinoy Executive vice president / member of board of managers 1 Dec 2012 Other 1759613
Edward Joseph Oprindick Executive vice president / member of board of managers 1 Dec 2012 Other 6157483
William Francis Martin Member of board of managers 1 Dec 2012 Other 5211251
Glen Scot Weisberg Executive vice president / member of board of managers 1 Jan 2013 Other 4380846
Steven Nmn De Bara Chief compliance officer 1 Mar 2013 Other 4950021
Douglas Arthur Tibbetts Executive vice president / chairman of board of managers 1 May 2013 Other 5716893
James Christopher Hunt Chief executive officer 1 May 2013 Other 6157413
Kara Elaine Harchuck Executive vice president / chief compliance officer / general counsel / secretary / member of board of managers 1 May 2013 Other 6157478
Glen Scot Weisberg Executive vice president / chief operating officer / member of board of managers 1 May 2013 Other 4380846
Steven Nmn De Bara Chief financial officer / member of board of managers 1 May 2013 Other 4950021
Paul Joseph Dolinoy Member of board of managers 1 May 2013 Other 1759613
Dominick John Cristiano Member of board of managers 1 Jul 2014 Other 6382636
Paul William Kopsky Member board of managers 1 Jul 2014 Other 2284753
Paul Kopsky Member of board of managers 1 Jul 2014 Other 6382634
Dominick Cristiano Member of board of managers 1 Jul 2014 Other 6382636
Paul W Kopsky Member board of managers 1 Jul 2014 Other 2284753
Marc Christopher Defife Member of board of managers 1 Jun 2015 Other 4233366
Guy Mills Arnold Member of board of managers 1 Jun 2015 Other 6520870
Maryann Schurr Hermann Chief compliance officer 1 Oct 2015 Other 6476687
Llc Hch Holdings Member 1 Dec 2015 75% - 100% 37-1753174
Thomas David Duda Executive vice president 1 Feb 2016 Other 4827288
Llc Hunt Im Holdings Member 1 Sep 2016 75% - 100% 813852603
Robert Adolfo Lopez Chief accounting officer 1 Dec 2016 Other 6773901
Daniel Charles Singer Member of board of managers 1 Dec 2016 Other 1425734
Guy Mills Arnold Chief executive officer / member of board of managers 1 May 2017 Other 6520870
Thomas David Duda President / member of board of managers 1 May 2017 Other 4827288
James Christopher Hunt Executive chairman of board of managers 1 May 2017 Other 6157413
Llc Hch Holdings Member 1 Jan 2018 75% - 100% 37-1753174
Michael Louis Falcone Member of board of managers 1 Jan 2018 Other 4872847
James Peter Flynn Member of board of managers 1 Jan 2018 Other 6436357
Llc Hunt Rec Holdings Member 1 Jan 2018 75% - 100% 37-1753174
Paul David Donnelly General counsel 1 Feb 2018 Other 6951196

Indirect Owners

The SEC currently registers 20 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Hunt Companies Member 1 Oct 2005 75% - 100% 02-0540810
Ltd. Hunt Elp Member 1 Mar 2010 75% - 100% 74-3001055
Llc Hunt Company Limited partner 1 Mar 2010 75% - 100% 20-3701471
Llc Hb Gp General partner 1 Mar 2010 Other 74-2966910
Inc. Hunt Companies Member 1 Mar 2010 75% - 100% 02-0540810
Woodley L. Hunt Member 1 Mar 2010 75% - 100% 5906381
Woodley Larkin Hunt Shareholder 1 Mar 2010 25% - 50% 5906381
James Christopher Hunt Chairman of board of managers 1 Dec 2012 Other 6157413
Douglas Arthur Tibbetts Member of board of managers 1 Dec 2012 Other 5716893
Joshua William Hunt Member of board of managers 1 Dec 2012 Other 6157509
Wgh Dynasty Trust Shareholder 1 Mar 2013 25% - 50% xxx-xx-xxxx
Joshua William Hunt Trustee 1 Nov 2013 Other 6157509
Llc Hunt Company Member 1 Dec 2015 75% - 100% 20-3701471
Llc Hunt Company Member 1 Feb 2016 75% - 100% 20-3701471
Llc Hunt Fs Holdings Member 1 Mar 2016 75% - 100% 46-4074992
Llc Hunt Financial Securities Member 1 Mar 2016 75% - 100% 464070433
Llc Hunt Fs Holdings Member 1 Jan 2018 75% - 100% 46-4074992
Llc Hunt Fs Holdings Ii Member 1 Jan 2018 75% - 100% 32-0538570
Llc Hunt Fs Holdings I Member 1 Feb 2018 75% - 100% 35-2616331
Llc Hunt Capital Holdings Member 1 Feb 2018 75% - 100% 35-2616331

Based in New York

The principal office where Hunt Investment Management, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-588-2073. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at huntcompanies.com and its LinkedIn profile.