Harris Perlman is a CFA-designated registered investment advisor at Hsp Capital, LLC, based in Austin, TX, with 3 years of industry experience. Harris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $8.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HSP Capital charges a performance-based fee, which may be waived at the firm's discretion. The fee is 30% of the portfolio's gain above a 5% hurdle rate, subject to a high-water mark. This means the portfolio must return at least 5% before any fees are charged, and fees are only charged on gains above that level. If the portfolio doesn't meet the 5% hurdle in a year, future fees are only payable once the portfolio value exceeds its previous highest level, compounded at 5% annually. Clients also incur brokerage costs and potential mutual fund or exchange-traded fund fees.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harris is a board member and investor in PharmChem, Inc., a publicly traded company providing drug testing products. He has served on the board since June 2022, dedicating minimal time to strategic governance and oversight.
Employment History
Current Registrations
Hsp Capital, LLC
State Registrations1 state
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