HUNTER CAPITAL MANAGEMENT
HUNTER PERKINS CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for HUNTER CAPITAL MANAGEMENT last updated from Form ADV on March 28th, 2024. 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 | Delaware, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 5 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 202 | $644.7M |
Non-Discretionary | 172 | $245.5M |
Total | 374 | $890.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 352 | $680.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $58.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 13 | $138.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $13.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
---|---|
Sponsor | 644.7M |
Portfolio Manager | 644.7M |
Both for Same | 644.7M |
Portfolio Manager to Program | Sponsor |
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HUNTER CAPITAL MANAGEMENT WRAP PROGRAM | HUNTER CAPITAL MANAGEMENT |
Principal Office
377 E. BUTTERFIELD ROADSUITE 220
LOMBARD
IL
United States
Monday - Friday, 8:00 A.M. TO 3:30 P.M.
Tel: 312-341-9727, Fax: 312-341-9737
Chief Compliance Officer
RICHARD P. ROVETTO
SECRETARY
377 E. BUTTERFIELD ROAD
SUITE 220
LOMBARD
IL
United States
Tel:
312-450-8754
Fax:
312-341-9737
R*******@**************************M
(Full email address available in API data)
Regulatory Contact
BENJAMIN L. WILSON
PRESIDENT & CFO
377 E. BUTTERFIELD ROAD
SUITE 220
LOMBARD
IL
United States
Tel:
312-450-8751
Fax:
312-341-9737
B******@**************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
HUNTER DIVERSIFIED FUND, LLC | Private Equity Fund | $16.3M | $1.0M | 12 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Perkins, Alec, Hunter | Individual | – | CEO | 04/2020 | 25-50% |
PERKINS MALO HUNTER FOUNDATION | Domestic Entity | – | CHARITABLE FOUNDATION | 12/1997 | 50-75% |
ROVETTO, RICHARD, PHILLIP | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |
WILSON, BENJAMIN, LEE | Individual | – | PRESIDENT | 04/2020 | < 5% |
MCDONNELL, THOMAS, ABBOTT | Individual | – | MEMBER | 04/2020 | 5-10% |
PERKINS, THOMAS, MALO | Individual | – | MEMBER | 01/2021 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
CASEYS GEN STORES INC | COM | 28K | 74K | – |
LABCORP HOLDINGS INC | COM SHS | 24K | 119K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 23K | 55K | – |
ALPHABET INC | CAP STK CL A | 19K | 106K | – |
EQUITY LIFESTYLE PPTYS INC | COM | 18K | 269K | – |
GRAPHIC PACKAGING HLDG CO | COM | 16K | 613K | – |
FISERV INC | COM | 16K | 106K | – |
JOHNSON & JOHNSON | COM | 15K | 102K | – |
LKQ CORP | COM | 15K | 355K | – |
ANALOG DEVICES INC | COM | 14K | 63K | – |
SUN CMNTYS INC | COM | 14K | 114K | – |
BLACK HILLS CORP | COM | 14K | 250K | – |
MERCK & CO INC | COM | 11K | 92K | – |
CHUBB LIMITED | COM | 11K | 44K | – |
MAGNOLIA OIL & GAS CORP | CL A | 11K | 445K | – |
HARTFORD FINL SVCS GROUP INC | COM | 10K | 101K | – |
PROSPERITY BANCSHARES INC | COM | 10K | 155K | – |
TRUIST FINL CORP | COM | 9K | 241K | – |
COHERENT CORP | COM | 9K | 123K | – |
WEC ENERGY GROUP INC | COM | 8K | 107K | – |
SMITH A O CORP | COM | 8K | 99K | – |
VISHAY INTERTECHNOLOGY INC | COM | 8K | 360K | – |
EOG RES INC | COM | 8K | 62K | – |
SANFILIPPO JOHN B & SON INC | COM | 8K | 77K | – |
CVS HEALTH CORP | COM | 6K | 108K | – |
MIDDLEBY CORP | COM | 6K | 50K | – |
ENCORE WIRE CORP | COM | 6K | 20K | – |
COLUMBIA BKG SYS INC | COM | 6K | 278K | – |
DISNEY WALT CO | COM | 5K | 54K | – |
ELME COMMUNITIES | SH BEN INT | 5K | 326K | – |
JPMORGAN CHASE & CO. | COM | 5K | 25K | – |
POLARIS INC | COM | 5K | 65K | – |
INTEL CORP | COM | 5K | 160K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 5K | 27K | – |
CHECK POINT SOFTWARE TECH LT | ORD | 5K | 28K | – |
ENSIGN GROUP INC | COM | 5K | 37K | – |
SCHWAB CHARLES CORP | COM | 4K | 58K | – |
AMERICAN TOWER CORP NEW | COM | 4K | 21K | – |
GENERAL DYNAMICS CORP | COM | 4K | 13K | – |
FIRST CMNTY CORP S C | COM | 3K | 186K | – |
STRYKER CORPORATION | COM | 3K | 9K | – |
CANADIAN PACIFIC KANSAS CITY | COM | 3K | 40K | – |
ENVISTA HOLDINGS CORPORATION | COM | 3K | 171K | – |
WATERS CORP | COM | 3K | 10K | – |
SOUTHSTATE CORPORATION | COM | 2K | 32K | – |
ALPHABET INC | CAP STK CL C | 2K | 13K | – |
BRISTOL-MYERS SQUIBB CO | COM | 2K | 55K | – |
COHEN & STEERS INC | COM | 2K | 29K | – |
US BANCORP DEL | COM NEW | 2K | 49K | – |
CATALENT INC | COM | 2K | 30K | – |
AXIS CAP HLDGS LTD | SHS | 2K | 23K | – |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 2K | 72K | – |
HANOVER INS GROUP INC | COM | 2K | 12K | – |
LAZARD INC | COM | 1K | 37K | – |
REPUBLIC SVCS INC | COM | 1K | 7K | – |
MATADOR RES CO | COM | 1K | 23K | – |
UMH PPTYS INC | COM | 1K | 84K | – |
AMN HEALTHCARE SVCS INC | COM | 1K | 24K | – |
GENTEX CORP | COM | 1K | 36K | – |
SIMPSON MFG INC | COM | 1K | 7K | – |
PINNACLE FINL PARTNERS INC | COM | 1K | 15K | – |
FIFTH THIRD BANCORP | COM | 1K | 32K | – |
BP PLC | SPONSORED ADR | 1K | 32K | – |
APPLE INC | COM | 1K | 5K | – |
GLOBUS MED INC | CL A | 1K | 16K | – |
EQUITY COMWLTH | COM SH BEN INT | 1K | 54K | – |
LITTELFUSE INC | COM | 1K | 4K | – |
ESAB CORPORATION | COM | 1K | 11K | – |
GRUPO AEROPORTUARIO DEL CENT | SPON ADR | 1K | 15K | – |
ACADEMY SPORTS & OUTDOORS IN | COM | 992 | 19K | – |
CSX CORP | COM | 987 | 30K | – |
LAMAR ADVERTISING CO NEW | CL A | 947 | 8K | – |
MARCUS & MILLICHAP INC | COM | 910 | 29K | – |
CAVCO INDS INC DEL | COM | 878 | 3K | – |
TOWER SEMICONDUCTOR LTD | SHS NEW | 837 | 21K | – |
WINTRUST FINL CORP | COM | 823 | 8K | – |
MICROSOFT CORP | COM | 822 | 2K | – |
ARMSTRONG WORLD INDS INC NEW | COM | 805 | 7K | – |
OLD SECOND BANCORP INC ILL | COM | 757 | 51K | – |
INDEPENDENCE RLTY TR INC | COM | 741 | 40K | – |
BLUELINX HLDGS INC | COM NEW | 712 | 8K | – |
CORE & MAIN INC | CL A | 707 | 14K | – |
ZIFF DAVIS INC | COM | 692 | 13K | – |
HANCOCK WHITNEY CORPORATION | COM | 690 | 14K | – |
MERCURY SYS INC | COM | 682 | 25K | – |
GENERAC HLDGS INC | COM | 680 | 5K | – |
JONES LANG LASALLE INC | COM | 663 | 3K | – |
KROGER CO | COM | 627 | 13K | – |
QUIDELORTHO CORP | COM | 600 | 18K | – |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 564 | 52K | – |
WILEY JOHN & SONS INC | CL A | 518 | 13K | – |
GLADSTONE LD CORP | COM | 495 | 36K | – |
ONTO INNOVATION INC | COM | 493 | 2K | – |
VOYAGER THERAPEUTICS INC | COM | 491 | 62K | – |
M & T BK CORP | COM | 453 | 3K | – |
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 446 | 11K | – |
LEVI STRAUSS & CO NEW | CL A COM STK | 403 | 21K | – |
WNS HLDGS LTD | COM SHS | 387 | 7K | – |
SELECT SECTOR SPDR TR | ENERGY | 374 | 4K | – |
ISHARES SILVER TR | ISHARES | 297 | 11K | – |
SPDR SER TR | S&P REGL BKG | 285 | 6K | – |
BOOT BARN HLDGS INC | COM | 267 | 2K | – |
PIMCO MUN INCOME FD II | COM | 227 | 27K | – |
ROYCE MICRO-CAP TR INC | COM | 120 | 13K | – |
NUVATION BIO INC | COM CL A | 66 | 23K | – |
ATAI LIFE SCIENCES NV | SHS | 23 | 17K | – |
MERSANA THERAPEUTICS INC | COM | 20 | 10K | – |