HBC INVESTMENTS
HBC GP LLC Legal Name
Adviser information for HBC INVESTMENTS last updated from Form ADV on March 21st, 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 | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-79579 |
|---|---|
| SEC ERA File Number | 802-79579 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170804 |
| Legal Entity Identifier | None |
Principal Office
3963 MAPLE AVENUE, SUITE 450DALLAS
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 214-451-4640, Fax: None
Chief Compliance Officer
BRITAIN PEAKES
CHIEF COMPLIANCE OFFICER
3963 MAPLE AVENUE, SUITE 450
DALLAS
TX
United States
Tel:
214-451-4645
B******@*****************M
(Full email address available in API data)
Industry Affiliates
| HBC GETKA GP LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HBC GETKA LP | Private Equity Fund | $17.2M | $0.1M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRODSKY FAMILY TRUST U/A DATED JULY 19, 2005 | Domestic Entity | – | MEMBER - HBC GP LLC | 03/2012 | 25-50% |
| COLONNETTA FAMILY PARTNERS I, LP | Domestic Entity | – | MEMBER - HBC GP LLC & HBC GP II LLC | 03/2012 | 25-50% |
| HOAK & CO. | Domestic Entity | – | MEMBER - HBC GP LLC & HBC GP II LLC | 03/2012 | 25-50% |
| BRODSKY, PETER, SAMUEL | Individual | BRODSKY FAMILY TRUST U/A DATED JULY 19, 2005 | TRUSTEE | 07/2005 | 50-75% |
| HOAK, JAMES, MCCLAIN | Individual | HOAK & CO. | CHAIRMAN AND SHAREHOLDER | 11/1994 | 50-75% |
| COLONNETTA, JOSEPH, VICTOR | Individual | COLONNETTA FAMILY PARTNERS I, LP | LIMITED PARTNER | 03/1996 | 25-50% |
| COLONNETTA MANAGEMENT COMPANY, L.C. | Domestic Entity | COLONNETTA FAMILY PARTNERS I, LP | GENERAL PARTNER | 03/1996 | |
| HOAK, NANCY, J. | Individual | HOAK & CO. | SHAREHOLDER | 11/1994 | 50-75% |
| COLONNETTA, KIMBERLY | Individual | COLONNETTA MANAGEMENT COMPANY, L.C. | DIRECTOR; PRESIDENT | 01/1996 | 50-75% |
| HOAK, JONATHAN, HALE | Individual | HOAK & CO. | PRESIDENT | 01/2004 | |
| COLONNETTA, KIMBERLY | Individual | COLONNETTA FAMILY PARTNERS I, LP | LIMITED PARTNER | 03/1996 | 25-50% |
| COLONNETTA, JOSEPH, VICTOR | Individual | COLONNETTA MANAGEMENT COMPANY, L.C. | DIRECTOR; VICE PRESIDENT | 01/1996 | 50-75% |
| HOAK & CO. | Domestic Entity | HBC & CO LLC | MEMBER - HBC & CO LLC | 06/2015 | 25-50% |
| HBC & CO LLC | Domestic Entity | – | MEMBER - HBC GP II LLC | 06/2015 | < 5% |