Hedgeye Asset Management, Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 336185
· SEC file 801-132720
· Stamford, CT
· www.hedgeyeam.com
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ADV data as of Feb 06, 2026
- Regulatory AUM
- $443M
- Discretionary
- $443M
- Clients
- 6
- Avg AUM / client
- $73.9M
- Accounts
- 6
- Employees
- 10
AUM over time
$0
$443M
Apr 3, 2025
Feb 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $443M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Andrew Salem | Registered representative | Jan 2026 (1y) | ||
| Emma Alexandra Vlasic | Registered representative | Jan 2026 (1y) | ||
| Andrew Nanai | Registered representative | Jan 2026 (1y) | ||
| Robert James Mcgroarty | Registered representative | Feb 2026 (1y) |
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) | 02/06/2026 | 1020 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
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗