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HV CAPITAL MANAGEMENT
HV CAPITAL MANAGEMENT, LLC
CRD 339467 · SEC 801-134910
2134 STATE ROUTE 208, SUITE 4, MONTGOMERY, NY, 12549, United States
Phone
845-655-4826
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.5M
Discretionary AUM
$71.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $13.5M |
| High net worth individuals | 16 | $40.0M |
| Pension/profit sharing plans | 2 | $11.8M |
| Charitable organizations | 1 | $194K |
| Corporations/business entities | 4 | $6.0M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD