Horton Capital Management, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $37.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Horton Capital Partners Fund, Lp | Hedge Fund | Delaware | $30.8M | 44 |
| Horton Opportunity Fund 2, Lp | Hedge Fund | Delaware | $7.0M | 26 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Achey, David, Alan | Principal, Member, Chief Compliance Officer | Dec 2012 (14y) | ≈ 2.5% – 12.5% via Horton Stakeholders Llc | |
| Allen, Paul, Howard | Member | Dec 2012 (14y) | ≈ 2.5% – 12.5% via Horton Stakeholders Llc | |
| Manko, Joseph, Martin | Senior Principal, Chief Investment Officer, Manager, Member | Dec 2012 (14y) | 25% – 50% | |
| Picker, Jeffrey, Edward | Member | Dec 2012 (14y) | Less than 5% | |
| Saltzman, James, Saul | Member | Dec 2012 (14y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Horton Stakeholders Llc | Member | Dec 2012 | A | 10% – 25% |
| Mohican Partners Ltd Partnership | Member | Dec 2012 | A | 5% – 10% |
| Mohican Llc | General Partner | Dec 2012 | B | GP / trustee / elected manager of Mohican Partners Ltd Partnership (indirect) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Achey, David, Alan: 25% – 50% of Horton Stakeholders Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Allen, Paul, Howard: 25% – 50% of Horton Stakeholders Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $37.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Horton Capital Partners Fund, Lp | Hedge Fund | $30.8M | $250K | 44 |
| Horton Opportunity Fund 2, Lp | Hedge Fund | $7.0M | $250K | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- Morgan Stanley $9.0M (8% of AUM) Jun 2020
- Pershing $6.8M (8% of AUM) Mar 2021
- J.P. Morgan $2.2M (3% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗