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Hfv Asset Management, L.P. (Dallas)


Hfv Asset Management, L.P. is a large advisory firm based in Dallas. It manages $304 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.




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

Hfv Asset Management: assets under management

The assets under management (AUM) of Hfv Asset Management, L.P. is $304 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $192 million in discretionary accounts and $112 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $112 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hfv Asset Management, L.P. for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Hw Capital Gp General partner 1 May 1999 Other 75-2830476
Barrett N Wissman Vice president and asst. secretary 1 Jul 1999 Other 1408626
Hw Capital Lp General partner 1 Dec 1999 Other 75-2830474
Llc Smg Holdings Member 1 Jan 2003 75% - 100% foreign entity
Clark Knobel Hunt Manager and member 1 Jan 2003 75% - 100% 2236112
Virtues Trust Limited partner 1 Dec 2004 25% - 50% foreign entity
Sienna Continuity Trust Limited partner 1 Dec 2004 25% - 50% foreign entity

Based in Dallas

The principal office where Hfv Asset Management, L.P. performs its advisory services is located at 1601 Elm Street, Dallas, TX 75201, 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 214-720-1600 or by fax 214-720-1612. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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