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Hayden Harper Wealth Advisory, LLC

● SEC registered since 2010CRD 152091SEC# 801-71103Charlotte, NC
Export (members)
Ranks #5,028 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$168.8M
Fund GAV
$11.9M
Private funds
1
Employees
7
Accounts
226
Location
Charlotte, NC

Hayden Harper Wealth Advisory, LLC assets under management

Hayden Harper Wealth Advisory, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2010. It reports $168.8 million in regulatory assets under management and employs 7 people. Hayden Harper Wealth Advisory, LLC manages 1 private fund with combined gross assets of $11.9 million, including Gaskin Teed Blue Fund LP. By regulatory assets, it ranks 5,028 of 5,911 private fund managers.

Hayden Harper Wealth Advisory, LLC private funds

1 funds · $11.9M GAV
FundTypeGross assetsMin.
Gaskin Teed Blue Fund LPHedge$11.9M$250K

Hayden Harper Wealth Advisory, LLC owners & executives

8 reported
NameTitleOwnershipSince
Hayden Harper Advisory, LLC ControlMember50-75%2020
Jenkins Advisory, LLCOwner25-50%2024
Michael David Fox ControlManaging Member, Chief Compliance OfficerUnder 5%2009
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Frequently asked questions

How much does Hayden Harper Wealth Advisory, LLC manage?

Hayden Harper Wealth Advisory, LLC reports $168.8 million in regulatory assets under management on its Form ADV.

How many private funds does Hayden Harper Wealth Advisory, LLC manage?

Hayden Harper Wealth Advisory, LLC manages 1 private funds with combined gross assets of $11.9 million.

How many employees does Hayden Harper Wealth Advisory, LLC have?

Hayden Harper Wealth Advisory, LLC reports 7 employees.

Where is Hayden Harper Wealth Advisory, LLC located?

Hayden Harper Wealth Advisory, LLC is based in Charlotte, NC and has been SEC-registered since 2010.

Does Hayden Harper Wealth Advisory, LLC disclose fund performance?

Hayden Harper Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address828 East Boulevard, Charlotte, NC 28203
Phone704-343-2447
Fax704-343-4961
Office hours8:30a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.8M
Non-discretionary$0
Total (RAUM)$168.8M

Service providers