Hurley Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$289,658,438
Clients
158
Advisors
3
of 4 employees
About
Hurley Capital provides discretionary investment management and, when requested, limited financial planning and consulting to individuals, high net worth individuals, trusts, estates and charitable organizations. The firm also serves as a subadviser on separately managed account platforms and may recommend unaffiliated private investment funds and interval funds as part of client solutions.
Investment decisions are driven by a macro-oriented, fundamental, value-focused process that emphasizes risk assessment before upside potential and allocates across individual equities, debt securities, mutual funds, ETFs and options. The brochure describes the firm’s use of options and other derivatives—including covered call strategies and hedging techniques—and notes that these derivative strategies may be used in both its managed accounts and when acting as a subadviser on third‑party platforms.
Noteworthy features include a relatively large asset base managed by a small advisory team and explicit disclosure that the firm may pay promoters/referral fees and uses endorsements in marketing. The firm also documents operational details that are less common among peers, such as explicit procedures for using derivatives in separately managed accounts, an offering of eMoney access for comprehensive reporting, and a stated approach to permitting cryptocurrency exposure via ETFs or separate managers.
Client services
Expertise
Fee options
Financial planning fees generally range from $2,500 to $75,000 per year on a fixed fee basis.
1.5% annually
Account minimum: $250,000
Main office
299 Park Avenue, 21st Floor
New York NY 10171
Advisors at this office
3
Most active in
California · Connecticut · Florida · Louisiana · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Washington
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.
Quick links
Advisors at this firm
Charles G
CFP®, CFA®, Series 63, Series 65
New York, NY
Hurley Capital, LLC
Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.
Constantinos A
Series 65
New York, NY
Hurley Capital, LLC
Constantinos Athanailos is a financial advisor at Hurley Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Capital, he worked at Ernst & Young and held academic positions at St. John's University and SUNY University at Albany. Hurley Capital provides discretionary investment management and limited financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a macro-oriented, fundamental, value-focused investment process that incorporates the use of options and other derivatives across various asset classes.
Andrew S
CFP®, Series 65
New York, NY
Hurley Capital, LLC
Andrew Shoemaker is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Hurley Capital, LLC since 2022 and previously held roles at Capital Estate Advisors, Inc., Strategic Funding Source, Inc., and Morgan Stanley. Outside of finance, he was involved with Custom Image Laser Engraving, Inc. for eight years. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment approach, utilizing a range of securities and occasionally less liquid or specialty vehicles, while also offering consolidated reporting through an eMoney portal.
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