The HOISINGTON INVESTMENT MANAGEMENT CO is a privately held investment adviser that advises $2.94Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HOISINGTON INVESTMENT MANAGEMENT CO is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 41.35% over the last 5-years.
The Group has been registered with the SEC for 45.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6836 FM 2244 RD BLDG 2 SUITE 100, AUSTIN, TX. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 5 investment and 5 non-investment staff. The total number of Employees remained the same over the last few years.
Their $2.94Bn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 15 other accounts. Assets of Government Entities and Pension Plans clients own $1.93Bn or 65.69% of Total Assets and Pension and Profit Sharing Plans-Private own $458.41mn or 15.58% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are Government Entities and Pension Plans and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
HOISINGTON INVESTMENT MANAGEMENT CO names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In HOISINGTON INVESTMENT MANAGEMENT CO's case, they have 6 business conditions that require high process maturity and 0 Watch Factors.