Hq Capital Real Estate L.P. is a large advisory firm based in New York. It manages $1.28 billion of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New York, Texas, Virginia, and Washington.
Hq Capital Real Estate provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hq Capital Real Estate L.P. is $1.28 billion. The firm's AUM has grown by 15% since the beginning of its operation, and $393.75 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hq Capital Real Estate L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Hq Capital Real Estate is pooled investment vehicles with 17 clients and $1.17 billion of assets under management. Among the 7 most similar advisory firms, Hq Capital Real Estate has the 2nd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.28 billion for 59 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 58% of the firm’s clients are foreign persons or businesses.
Hq Capital Real Estate also advises several private funds. Namely, fourteen real estate funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 87 people that are either part- or full-time employees. 20 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeremy Daniel Katz joined the executive team most recently as the Co Head Of Real Estate.
The principal office where Hq Capital Real Estate L.P. performs its advisory services is located at 1290 Avenue Of The Americas, New York, NY 10104, which is also the mailing address of the firm. An additional office of the firm is in Herndon, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-843-6100 or by fax 212-843-6120. The normal business hours are 8:30 am - 5 pm on Monday - Friday. You can find more information about the New York firm at recp.com and its LinkedIn profile.