Hsre Securities Advisors, LLC (Chicago)
Hsre Securities Advisors, LLC is a related adviser based in Chicago. It manages $4.05 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Illinois.
Hsre Securities Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Hsre Securities Advisors: assets under management
The assets under management (AUM) of Hsre Securities Advisors, LLC is $4.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Hsre Securities Advisors, LLC 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 Hsre Securities Advisors serves?
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Hsre Securities Advisors is pooled investment vehicles with 2 clients and $2.99 million of assets under management. Among the 3 most similar advisory firms, Hsre Securities Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.05 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Hsre Securities Advisors also advises several private funds. Namely, one hedge fund and one other private fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.
Careers at Hsre Securities Advisors, LLC
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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
Indirect Owners
The SEC currently registers 6 indirect owners.Based in Chicago
The principal office where Hsre Securities Advisors, LLC performs its advisory services is located at 444 West Lake Street,, Chicago, IL 60606 0069, 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 312-920-0500 or by fax 312-920-1855. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at harrisonst.com/.
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