CRD#133693
Investment Advisor Firm
Answer a few questions and
get matched with an advisor.
Find an Advisor
Learn more about H/2 Capital Partners
Overview
H/2 Capital Partners operates as a financial advisory firm that has its headquarters in Stamford, Connecticut. The firm oversees $4.7 billion in assets across six accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 16 financial advisors. H/2 Capital Partners is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and equities.
H/2 Capital Partners oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without needing to seek client permission. The company manages roughly $788.6 million in assets for each account. The average financial advisor at H/2 Capital Partners manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's central office is located at 680 Washington Boulevard, Stamford, Connecticut 06901-3700. H/2 Capital Partners is registered to serve customers across 2 states, including Connecticut and New York.
Assets Under Management
$4.7 billion
Number of Advisors
16
Disclosures
No
Office Location
680 Washington Boulevard
Stamford, CT 06901-3700
H/2 Capital Partners by the Numbers
Total Assets Under Management
$4.7 billion
National Average: $8.6 billion
Total Number of Employees
27
National Average: 64
Total Number of Accounts
6
National Average: 375,227
Average Account Size
$788.6 million
National Average: $23.0 thousand
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by H/2 Capital Partners most likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
- Offered by 69% of firms
Percentage of Assets
Show Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
- Offered by 26% of firms
Performance-based
Show Explanation
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Unavailable
- Find one of the 21% of firms that offer this fee type
Hourly
Show Explanation
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
- Find one of the 1% of firms that offer this fee type
Commissions
Show Explanation
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
- Find one of the 0% of firms that offer this fee type
Subscription
Show Explanation
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
- Find one of the 32% of firms that offer this fee type
Fixed
Show Explanation
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
- Find one of the 10% of firms that offer this fee type
Other
Show Explanation
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company provides services to pooled investment vehicles. Out of its six clients, H/2 Capital Partners's largest client group is pooled investment vehicles. Around 17% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
H/2 Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
