Hn Saltoro Capital, LP (Dallas)

Hn Saltoro Capital, LP is a large advisory firm based in Dallas. It manages $135.23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Hn Saltoro 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.

Hn Saltoro Capital: assets under management

The assets under management (AUM) of Hn Saltoro Capital, LP is $135.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and $8.02 million of the total AUM is attributable to clients outside of the United States.

The firm manages $135.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.08 million each.

Hn Saltoro Capital has custody of $135.23 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hn Saltoro Capital, LP 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.

What kind of clients Hn Saltoro Capital serves?

The only and largest group of clients of Hn Saltoro Capital is pooled investment vehicles with 3 clients and $135.23 million of assets under management. Among the 8 most similar advisory firms, Hn Saltoro Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $135.23 million for 3 clients. 50% of the firm’s clients are foreign persons or businesses.

Hn Saltoro Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Hn Saltoro Capital, LP

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vishal Bhutani	Chief investment officer, limited partner	1 Mar 2012	50% - 75%	4517456
Llc Hn Saltoro	General partner	1 Mar 2012	Other	45-4541485
Alejandro Gutierrez	Chief compliance officer	1 Oct 2018	Other	7011157

Based in Dallas

The principal office where Hn Saltoro Capital, LP performs its advisory services is located at 1807 Ross Avenue, Dallas, TX 75201, 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 214-978-6592 or by fax 646-619-4004. The normal business hours are 8:30am - 5:00pm on Monday - Friday.