HEDGEHOG ADVISERS, LLC
Adviser information for HEDGEHOG ADVISERS, LLC last updated from Form ADV on March 11th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 | 451 | $534,799 |
Non-Discretionary | 0 | $0 |
Total | 451 | $534,799 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 379 | $11,592 |
HNW Individuals | 70 | $184,962 |
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 | 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 | $338,245 |
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 pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMSubscription fees |
Identifiers
SEC RIA File Number | 801-121670 |
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SEC ERA File Number | 801-121670 |
SEC CIK Numbers | None |
SEC CRD Numbers | 314879 |
Legal Entity Identifier | None |
Principal Office
2261 MARKET STREET#4557
SAN FRANCISCO
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 949-354-4184, Fax: N/A
Chief Compliance Officer
COLTON AUSTIN DILLION
DIRECTOR
2261 MARKET STREET
#4557
SAN FRANCISCO
CA
United States
Tel:
949-354-4184
Fax:
N/A
C*****@***********P
(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 |
---|---|---|---|---|---|
HEDGEHOG TECHNOLOGIES, INC | Domestic Entity | – | HOLDING COMPANY | 04/2021 | > 75% |
DILLION, COLTON, AUSTIN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |
Culbertson, Taylor, Cornish | Individual | HEDGEHOG TECHNOLOGIES, INC | CEO | 04/2021 | 25-50% |
DILLION, COLTON, AUSTIN | Individual | HEDGEHOG TECHNOLOGIES, INC | DIRECTOR | 04/2021 | 25-50% |