A complete list of active advisors currently associated with HSP Capital, LLC

Warmer can help you find a great advisor at HSP Capital, LLC or one who fits your needs even better.

The firm operates as a single-advisor family office offering discretionary investment management through separately managed accounts to members of the principal’s family, serving individual and high-net-worth family clients. It does not provide comprehensive wealth planning or participate in wrap-fee programs, and generally asks clients to allocate only a portion of their broader portfolios to the firm’s strategy. The firm’s investment approach is bottom-up fundamental analysis focused on stock picking in small-cap and micro-cap companies, with substantial primary research such as conversations with management, industry conferences, product sampling, and proprietary data construction. Portfolios are typically highly concentrated and managed for long-term growth, are not broadly tailored to individual circumstances, and may see occasional small adjustments for tax optimization for certain clients. Notably, the firm is compensated solely through performance-based fees rather than the more common percentage-of-assets model for independent advisers, a structure that is relatively uncommon in this peer group. The principal regularly invests alongside client accounts and the firm discloses potential conflicts from personal trading and side-by-side management, describing procedures—such as trade aggregation and sequencing client trades ahead of the principal—to mitigate those conflicts.

To learn more about the advisors currently working at HSP Capital, 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.