Hunt Capital Management, Llc
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 1
- Avg AUM / client
- $102M
- Accounts
- 1
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $102M | 100.0% |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Everson, Sarah, Hunt | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Jason, Michael | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Joshua, William | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Matthew, Daniel | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Arnold, Guy, Mills | Manager And Executive Vice President | Feb 2020 (7y) | Less than 5% | |
| Defife, Marc, Christopher | Executive Vice President | Feb 2020 (7y) | Less than 5% | |
| Donnelly, Paul, David | General Counsel | Feb 2020 (7y) | Less than 5% | |
| Hermann, Maryann, Schurr | Chief Compliance Officer | Feb 2020 (7y) | Less than 5% | |
| Hunt, James, Christopher | Manager And Chief Executive Officer | Feb 2020 (7y) | Less than 5% | |
| Mc Crory, Ryan, Burke | Manager | Feb 2020 (7y) | Less than 5% | |
| Parker, Clayton, Adkin | Manager | Feb 2020 (7y) | Less than 5% | |
| Singer, Daniel, Charles | Manager And Executive Vice President | Feb 2020 (7y) | Less than 5% | |
| Conforti, Louis, B | President | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hunt Elp, Ltd. | Member | Feb 2020 | A | 75% or more |
| Hunt Company, Llc | Member | Feb 2020 | B | ≈ 56.25% – 100% via Hunt Elp, Ltd. |
| Hunt Companies, Inc. | Member | Feb 2020 | B | ≈ 42.19% – 100% via Hunt Company, Llc |
| Wgh Dynasty Trust | Shareholder | Mar 2013 | B | ≈ 21.09% – 75% via Hunt Companies, Inc. |
| Hb Gp, Llc | General Partner | May 2000 | B | GP / trustee / elected manager of Hunt Elp, Ltd. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hunt Company, Llc: 75% – 100% of Hunt Elp, Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hunt Companies, Inc.: 75% – 100% of Hunt Company, Llc × 75% – 100% of Hunt Elp, Ltd. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Wgh Dynasty Trust: 50% – 75% of Hunt Companies, Inc. × 75% – 100% of Hunt Company, Llc × 75% – 100% of Hunt Elp, Ltd. × 75% – 100% direct ≈ 21.09% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.4 MB | 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $50.6M (93% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗