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HAHN CAPITAL MANAGEMENT, LLC
1990 N California Blvd
Ste 600
Walnut Creek, California 94596
Tel: 415-394-6512
About HAHN CAPITAL MANAGEMENT, LLC
HAHN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HAHN CAPITAL MANAGEMENT, LLC. The firm was established in 07/21/1988. They have over 1 offices throughout the country.
HAHN CAPITAL MANAGEMENT, LLC is a Walnut Creek, California based Financial Planning firm with nearly $521,000,000 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108911 |
| SEC# | 801-32487 |
| Assets Managed by Firm | $521,000,000 |
| No. of Clients | 80 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $521,000,000 |
| High net worth individuals | 58 | $134,000,000 |
| Charitable organizations | 6 | $20,000,000 |
| Corporations or other businesses | 1 | $14,000,000 |
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