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 |
|---|---|---|
Demarest, NJ
| 14
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")