H.I.T. Capital, LLC

H.I.T. Capital, LLC is a state-registered, single-advisor independent investment adviser that manages discretionary separate accounts and serves as the general partner and manager of a private limited partnership (a pooled investment vehicle). The firm works with a small number of investors, primarily high-net-worth individuals and investors in the pooled vehicle, and also offers a short-term, nondiscretionary Financial Wellness Program.

The adviser follows a long-term, long-biased investment approach that seeks to exploit structurally inefficient exchange-traded products and identify undervalued securities through a proprietary fundamental ranking and qualitative review process. Investment ideas for the pooled vehicle are backtested and, where appropriate, implemented using trading models; the firm generally maintains a high allocation to long positions and diversifies holdings across multiple sectors.

What distinguishes the firm from most solo independent advisers is its role as a fund sponsor and private fund adviser that actively manages a pooled vehicle and charges performance-based fees to eligible investors, with the accompanying custody and annual audit procedures required for the partnership. The firm’s small client base and relatively modest assets under management are paired with institutional-style fund operations and minimum investment requirements for fund and separately managed account investors.