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Htg Investment Advisors Inc

● SEC registered since 1998CRD 108614SEC# 801-55553New Canaan, CT
Export (members)
Reg. AUM
$968.7M
Employees
14
Accounts
1,411
Location
New Canaan, CT

Htg Investment Advisors Inc assets under management

Htg Investment Advisors Inc operates as an SEC-registered investment adviser based in New Canaan, CT. The firm has been registered since 1998. It reports $968.7 million in regulatory assets under management and employs 14 people.

Htg Investment Advisors Inc owners & executives

5 reported
NameTitleOwnershipSince
Alexander Gregory Zaharoff ControlExecutive Vice President, Treasurer And Assistant Secretary25-50%2015
Allison Pykett DonaldsonAdvisor10-25%2022
Jeffrey Kirk Sherwood ControlBoard MemberUnder 5%2019
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Frequently asked questions

How much does Htg Investment Advisors Inc manage?

Htg Investment Advisors Inc reports $968.7 million in regulatory assets under management on its Form ADV.

How many employees does Htg Investment Advisors Inc have?

Htg Investment Advisors Inc reports 14 employees.

Where is Htg Investment Advisors Inc located?

Htg Investment Advisors Inc is based in New Canaan, CT and has been SEC-registered since 1998.

Does Htg Investment Advisors Inc disclose fund performance?

Htg Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Locust Avenue, New Canaan, CT 06840
Phone203-972-8262
Fax(860) 375-3536
Office hours9:00a.m.-5:00p.m. By Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$968.7M
Non-discretionary$0
Total (RAUM)$968.7M