Hawkins Capital L.P. (Houston)

Hawkins Capital L.P. is a large advisory firm based in Houston. It manages $438.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Hawkins Capital 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.

Hawkins Capital: assets under management

The assets under management (AUM) of Hawkins Capital L.P. is $438.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $438.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.01 million each.

Hawkins Capital has custody of $438.02 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawkins Capital L.P. 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.

Careers at Hawkins Capital L.P.

Jeffrey Michael Jacobe has been acting as President since 1 Nov 2015. Elizabeth Schulze Robison joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Russell Brian Hawkins	President and chief executive officer	1 Nov 2003	75% - 100%	2176084
Hawkins Capital (Gp) L.L.C.	General partner	1 Nov 2003	Other	20-0415620
Russell Brian Hawkins	Chief compliance officer	1 Oct 2004	75% - 100%	2176084
Elizabeth Schulze Robison	Managing director and chief compliance officer	1 Jan 2012	Other	2565776
Elizabeth Schulze Robison	Chief investment officer, managing director and chief compliance officer	1 May 2015	Other	2565776
Jeffrey Michael Jacobe	Director	1 Nov 2015	25% - 50%	2523382

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Elizabeth Schulze Robison	Managing director	1 Jan 2016	25% - 50%	2565776
Jeffrey Michael Jacobe	Director	1 Jan 2016	25% - 50%	2523382

Based in Houston

The principal office where Hawkins Capital L.P. performs its advisory services is located at 600 Travis Street, Houston, TX 77002, 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 713.395.9000 or by fax 713.395.9001. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.