The HONEYTREE INVESTMENT MANAGEMENT is a privately held investment adviser that advises $13.57mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HONEYTREE INVESTMENT MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 373.27% over the last 5-years.
The Group has been registered with the SEC for 5.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $13.57mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $8.3mn or 61.14% of Total Assets and High Net Worth Individuals own $4.8mn or 35.39% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
HONEYTREE INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.