HUNTINGTON MANAGEMENT, LLC
Adviser information for HUNTINGTON MANAGEMENT, LLC last updated from Form ADV on March 25th, 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 | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 5 | $244.6M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $244.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $244.6M |
| 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 | 0 | $0 |
| 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 businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-80034 |
|---|---|
| SEC ERA File Number | 801-80034 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157431 |
| Legal Entity Identifier | 549300XRG7L4MH3QJS95 |
Principal Office
4320 WINFIELD ROADSUITE 200
WARRENVILLE
IL
United States
Monday - Friday, 9 AM - 5 PM
Tel: 312-855-4460, Fax: None
Chief Compliance Officer
DAMON MCLAUGHLIN
MANAGING MEMBER
41 WASHINGTON AVENUE
SUITE 385
GRAND HAVEN
MI
United States
Tel:
312-855-4432
D****@*****************M
(Full email address available in API data)
Regulatory Contact
SAMUEL ELLIS, JR.
MANAGING MEMBER
104 WEST ANAPAMU STREET
SUITE H
SANTA BARBARA
CA
United States
Tel:
312-855-4466
S*****@*****************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 |
|---|---|---|---|---|---|
| ELLIS, SAMUEL, HUNTINGTON | Individual | – | MANAGING MEMBER | 12/2006 | 25-50% |
| ELLIS, JAMES, ROBERT | Individual | – | MANAGING MEMBER | 01/2010 | 25-50% |
| MCLAUGHLIN, DAMON, C | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 12/2006 | 25-50% |