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HONEYTREE INVESTMENT MANAGEMENT

HONEYTREE INVESTMENT MANAGEMENT LTD.

CRD 313415 · SEC 801-120880

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.6M

Discretionary AUM

$13.6M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; SHARE IN ETF PROFITS AFTER EXPENSES

Org form

Corporation

Filing date

2025-11-11

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals6$472K
High net worth individuals5$4.8M
Investment companies1$8.3M

All web addresses on file

Official SEC filing: View on IAPD