Hambrecht & Quist Capital Management Inc (Boston)


Hambrecht & Quist Capital Management Inc is a large advisory firm based in Boston. It manages $634.98 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Hambrecht & Quist Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hambrecht & Quist Capital Management: assets under management

The assets under management (AUM) of Hambrecht & Quist Capital Management Inc is $634.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $634.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $317.49 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hambrecht & Quist Capital Management Inc for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Hambrecht & Quist Group Indirect owner 1 Aug 1996 75% - 100% 94-3246636
Jp Morgan Chase & Co. Indirect owner 1 Dec 1999 75% - 100% 13-2624428
Inc. Bridge Acquisitions Holdings Indirect owner 1 Dec 1999 75% - 100% 13-2624428
Jp Morgan Chase & Co. Indirect owner 1 Dec 2001 75% - 100% 13-2624428

Based in Boston

The principal office where Hambrecht & Quist Capital Management Inc performs its advisory services is located at 30 Rowes Wharf, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-310-0567 or by fax 617-310-0562. The normal business hours are 9 am - 5pm on Monday - Friday. You can find more information about the New York firm at www.hqcm.com.