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Hunter Hamm

23 Years of Experience
Atlanta, GA
1 DisclosureBroker

Hunter Hamm is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 23 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History (1)
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Customer Dispute
September 2012
Denied
Other Business Activities

Hunter is a partner at Firethorn Ventures LLC, a real estate company, and a passive investor in 100 Villa Magnolia LLC, responsible for property upkeep. He spends minimal time on these activities.

Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 2 yrs 5 mos
Rockefeller Capital Management
January 2022 - Present · 4 yrs 6 mos
Rockefeller Financial LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
February 2012 - January 2022 · 9 yrs 11 mos
Morgan StanleyBroker
February 2012 - January 2022 · 9 yrs 11 mos
Barclays Capital INC.Broker
October 2010 - February 2012 · 1 yr 4 mos
Barclays Capital INC.
October 2010 - February 2012 · 1 yr 4 mos
UBS Financial Services INC.
May 2008 - November 2010 · 2 yrs 6 mos
UBS Financial Services INC.Broker
May 2008 - November 2010 · 2 yrs 6 mos
Suntrust Capital Markets, INC.Broker
December 2001 - March 2007 · 5 yrs 3 mos
State Registrations36 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.