HESTIA CAPITAL MANAGEMENT, LLC

8050 Rowan Road
Suite 300
Cranberry Township, Pennsylvania 16066
Tel: (878)217-4800

About HESTIA CAPITAL MANAGEMENT, LLC

HESTIA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HESTIA CAPITAL MANAGEMENT, LLC. The firm was established in 05/19/2023. They have over 2 offices throughout the country.

HESTIA CAPITAL MANAGEMENT, LLC is a Cranberry Township, Pennsylvania based Financial Planning firm with nearly $96,775,527 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314650
SEC#	801-127997
Assets Managed by Firm	$96,775,527
No. of Clients	3
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$96,775,527

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