Hahn Capital Management (HCM) offers investment advice, primarily focusing on mid-cap value, mid-cap core equity, and equity value strategies. HCM manages investments for individuals, high net worth individuals, family offices, and various institutions. HCM's investment approach is based on bottom-up, fundamentally-driven security selection, combining quantitative research with fundamental judgment. HCM also participates in SMA/UMA programs as a model provider.
Assets Under Management$520M
Clients80
AdvisorsN/A
Avg. per Client$6.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable for assets exceeding $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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