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HS Management Partners Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

HS Management Partners, registered in 2007, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 1 advisors. HS Management Partners manages $3.6 billion and provides investment advisory services for 295 clients (1:295 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 27
Minimum Investment $1,000,000
Average Client Balance $12,087,216
Total AUM $3.6 billion
Advisor / Client Ratio 1:295
Headquarters New York, NY
SEC Filings View SEC IAPD CRD #145480
State(s) Registered AL, AZ, CA, CT, DE, DC, FL, GA, IL, IN, KS, LA, MD, MA, MI, MN, MO, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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