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.
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 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.
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.
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.
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.