The HUNTER LEWIS is a privately held investment adviser that advises $202.04mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HUNTER LEWIS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1,285.64% over the last 5-years.
The Group has been registered with the SEC for 6.89 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4503 MOUNT AIR FARM, CROZET, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 44 US and Non-US bodies.
They have 7 employees comprised of 6 investment and 1 non-investment staff. The total number of Employees decreased by 22.22% over the last 5-years.
Their $202.04mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $30.44mn or 15.07% of Total Assets and Individuals own $2.63mn or 1.3% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2.34mn in assets.
The Group discloses fixed fees.
HUNTER LEWIS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.