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HUB INVESTMENT PARTNERS, LLC
AUSTIN, TX
512-600-5390
SEC #801-118346Total AUM
$11.9B
Employees
172Clients
6,127Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
900 S. CAPITAL OF TX HIGHWAY
SUITE 350
AUSTIN
TX 78746
United States
SUITE 350
AUSTIN
TX 78746
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
512-600-5390
Other Offices
28
Financials
Total AUM
$11.9B
Accounts
15,595Discretionary
$9.9B
Accounts
14,990Non-Discretionary
$2B
Accounts
605
Clients
Individual Clients
4,444AUM
$1.8B
HNW Individual Clients
1,002AUM
$5.4B
Banking Clients
3AUM
$33.4M
Investment Company Clients
1AUM
$628K
Pension/Profit Sharing Plan Clients
127AUM
$1.2B
Charitable Organization Clients
11AUM
$111.3M
Government Entity Clients
482AUM
$3.2B
Corporation or Business Clients
55AUM
$126.6M
Other Clients
2AUM
$13.7M
Description of Other Clients
NON-PROFIT ORGANIZATION
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.