Hawkeye Partners, LP (Austin)

Name: Hawkeye Partners, LP
Address: 303 Colorado Street, Austin, TX, 78701 0023
Telephone: 512-628-4000

Hawkeye Partners, LP is a large advisory firm based in Austin. It manages $594.31 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Hawkeye Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawkeye Partners: assets under management

The assets under management (AUM) of Hawkeye Partners, LP is $594.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $594.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.86 million each.

Hawkeye Partners has custody of $594.31 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawkeye Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jamie Morrison Kingsley serves?

The only and largest group of clients of Jamie Morrison Kingsley is pooled investment vehicles with 5 clients and $594.31 million of assets under management. Among the 12 most similar advisory firms, Hawkeye Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $594.31 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Hawkeye Partners also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $50,000,000 to $100,000,000.

Careers at Hawkeye Partners, LP

The company employs 15 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jamie Morrison Kingsley has been acting as President since 1 May 2009. Rachel Ann Donnelly joined the executive team most recently as the Managing Director/General Counsel, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Claudia Faust	Managing partner, founder	1 Jan 2005	Other	4508213
Scott David Mcartor	Managing partner, founder	1 Jan 2005	Other	4451824
Hawkeye Founders Llc	Limited partner	1 Jan 2005	Other	20-2464508
Hawkeye Gp Llc	General partner	1 Jan 2005	Other	20-1630402
James A Hime	Managing director, chief legal officer	1 Jan 2005	Other	4926723
Kymberly K Janney	Managing director, chief financial officer	1 Jan 2005	Other	4926724
Lp Cig2	Limited partner	1 Jan 2005	25% - 50%	20-1374068
Lp Hawkeye Founders	Limited partner	1 Jan 2005	50% - 75%	20-2464508
Kymberlyn K Janney	Managing director, chief financial officer & chief compliance officer	1 Jan 2005	Other	4926724
Theodore N Dameris	Managing director	1 Jan 2005	Other	2969340
James A Ballard	Managing director	1 Jan 2007	Other	5313929
David M Smith	Managing director	1 Jan 2007	Other	5313930
James Andrew Taylor	Senior managing director, chief compliance officer	1 Feb 2007	Other	5313926
Philip Harold Sheumaker	Senior managing director	1 Feb 2007	Other	5313932
James A Taylor	Managing director, general counsel & chief compliance officer	1 Feb 2007	Other	5313926
Philip H Sheumaker	Managing director	1 Feb 2007	Other	5313932
L.P. Hillwood Investment Properties Ii	Limited partner	1 Oct 2008	25% - 50%	75-2574516
Jamie Morrison Kingsley	Director	1 May 2009	Other	5645025
Bret Roberts Wilkerson	Managing director	1 May 2010	Other	5897393
Hawkeye Holdings Llc	Limited partner	1 Nov 2013	75% - 100%	27-0974483
Kevin Glenn Ogilby	Managing director	1 Jul 2014	Other	2715334
Rachel Ann Donnelly	Director	1 Aug 2014	Other	6466159
Eunjoo Cheong Lee	Director	1 Aug 2015	Other	6624406
Rachel Ann Donnelly	Managing director/general counsel, chief compliance officer	1 Apr 2016	Other	6466159

Indirect Owners

The SEC currently registers 18 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
As Trustee Of Perot Investment Trust I Thomas E Muerer	Limited partner	1 Jun 1981	75% - 100%	75-6288172
Lta As Trustee Of Perot Investment Trust I Petrus Trust Company	Limited partner	1 Jun 1981	75% - 100%	75-6288172
L.P. Hillwood Development Group	Limited partner	1 Dec 1997	75% - 100%	75-2758592
Claudia Loewe Faust	Member	1 Jan 2005	50% - 75%	4508213
Llc Hawkeye Founders Gp	General partner	1 Jan 2005	Other	20-2464375
Lp Hig2	Limited partner	1 Jan 2005	75% - 100%	20-1374060
Llc Hig2 Gp	General partner	1 Jan 2005	Other	20-1374040
Llc Hgi Gp	General partner	1 Jan 2005	Other	20-1374060
L.P. Hgi Group	Limited partner	1 Jan 2005	75% - 100%	20-1374040
Scout Fund I (Promote) Llc	Member	1 Aug 2008	50% - 75%	27-0974325
Buzzard Holdings Llc	Member	1 Aug 2008	50% - 75%	27-0970897
Claudia Loewe Faust	Member	1 Aug 2008	50% - 75%	4508213
Scott David Mcartor	Member	1 Aug 2008	25% - 50%	4451824
Buzzard Holdings Llc	Member	1 Jun 2009	75% - 100%	27-0970897
Hawkeye Holdings Llc	Member	1 Jun 2009	50% - 75%	27-0974483
Llc Virgo Mustang	Member	1 Nov 2013	25% - 50%	46-3750291
Lp Virgo Societas Partnership Iii (Onshore)	Member	1 Nov 2013	50% - 75%	35-2441416
Lp Virgo Societas Direct Iii	Member	1 Feb 2014	25% - 50%	32-0405315

Based in Austin

The principal office where Hawkeye Partners, LP performs its advisory services is located at 303 Colorado Street, Austin, TX 78701 0023, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-628-4000 or by fax 512-628-4008. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at hawkeyepartners.com.