The HAYDEN HARPER ADVISORY, LLC is a privately held investment adviser that advises $171.13mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. HAYDEN HARPER ADVISORY, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 21.6% over the last 5-years.
The Group has been registered with the SEC for 16.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 828 EAST BOULEVARD, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $171.13mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $146.01mn or 85.32% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $17.18mn or 10.04% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $17.18mn in assets.
The Group discloses fixed fees and management fees.
HAYDEN HARPER ADVISORY, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.