HACKETT ROBERTSON TOBE GROUP
THE HACKETT GROUP, LLC Legal Name
Adviser information for HACKETT ROBERTSON TOBE GROUP last updated from Form ADV on June 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Louisiana, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 101 | $538.0M |
| Total | 101 | $538.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 75 | $26.0M |
| HNW Individuals | 25 | $12.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $500.0M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered municipal advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Principal Office
2021 LAKESHORE DRIVESUITE 200
NEW ORLEANS
LA
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 504-304-9593, Fax: 504-814-9721
Websites
Chief Compliance Officer
BERNARD HAWKINS ROBERTSON
VICE PRESIDENT-PRINCIPAL, CHIEF COMPLIANCE OFFICER
2021 LAKESHORE DRIVE
SUITE 200
NEW ORLEANS
LA
United States
Tel:
504-304-9593
Fax:
504-814-9721
B******@****************M
(Full email address available in API data)
Regulatory Contact
TONI HACKETT ANTRUM
PRESIDENT/CEO
2021 LAKESHORE DRIVE
SUITE 200
NEW ORLEANS
LA
United States
Tel:
5043049593
T***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROBERTSON, BERNARD, HAWKINS | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT-PRINCIPAL | 06/2019 | 25-50% |
| ANTRUM, TONI, HACKETT | Individual | – | PRESIDENT-PRINCIPAL | 03/2019 | 50-75% |