Hidalgo,Janet
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hidalgo, Janet provides portfolio management and investment advisory services to a very small client base, reporting approximately $5.0 million in assets under management across two clients. The firm uses a percentage-of-AUM fee model and offers portfolio management for individual clients, which is a common arrangement among independent advisers.
The adviser manages the majority of assets on a non-discretionary basis, so clients retain authority over trade decisions and approvals rather than delegating full trading discretion — a practice that is uncommon among independent firms. This structure implies an investment process that emphasizes client involvement and consent for transactions and portfolio changes.
What is distinctive about the firm is the combination of a very concentrated roster and predominantly non-discretionary mandates: with only two clients and $5 million in AUM, the relationships are unusually concentrated compared with peers. The firm does not report serving non‑high‑net‑worth retail individuals, suggesting its client focus is toward higher‑net‑worth or institutional-type relationships rather than a broader retail base.
Client services
Main office
Montauk NY
Advisors at this office
1
Most active in
New York
Also doing business as
Hidalgo, Janet · Hidalgo,Janet · Janet Hidalgo Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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