Samer Hakoura is a registered investment advisor at Alphyn Capital Management LLC, based in Hicksville, NY, with 4 years of industry experience. Samer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients invested in the Arauca strategy pay a 1% management fee and a performance fee equal to 20% of the increase in the account's net assets during the year, provided the net assets represent an annualized rate of return of 5% of the account's net assets at the beginning of the year.
Fee Estimator
Location
100 Duffy Avenue, Ste 510, Hicksville, NY, 11801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samer is the Managing Member of Alphyn Capital LLC, used for his personal investments, spending a few hours per week. He is also a Director of TCI Waste Disposal Services Ltd. and receives an annual dividend, spending minimal time on this business.
Employment History
Current Registrations
Alphyn Capital Management LLC
State Registrations1 state
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.