A complete list of active advisors currently associated with Hawkeye Investment Management LLC

Warmer can help you find a great advisor at Hawkeye Investment Management LLC or one who fits your needs even better.

Hawkeye Investment Management is a New Jersey‑registered investment adviser that provides discretionary investment management through separately managed accounts at Interactive Brokers for individuals, families, trusts and small‑business retirement plans. The firm serves a small roster of clients with roughly $9 million in assets and emphasizes larger or qualified investor accounts rather than typical retail individual clients. The firm’s investment approach centers on a “discount capture” strategy in closed‑end funds, operating both hedged long/short (absolute return) and long‑only closed‑end fund strategies, using ETFs to manage market exposure and employing leverage selectively based on client risk tolerance. Research and trading decisions draw on Morningstar valuation data and institutional ownership information from Insider Score, with discretionary execution and daily account oversight. What sets the firm apart from many peers is its willingness to accept performance‑based fees from qualified investors while also managing asset‑based accounts side‑by‑side, and the brochure discloses trade aggregation practices intended to address that conflict. The firm’s operational profile is further distinguished by a prior specialist background in closed‑end fund trading, the manager’s use of the same strategies in personal accounts (aggregated with client trades), and reliance on Interactive Brokers’ SMA platform for custody and client trading access.

To learn more about the advisors currently working at Hawkeye Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Patrick Hsu profile photo Patrick Hsu
Demarest, NJ
14
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