Hawkshead Capital LLC

Hawkshead Capital LLC (CRD# 166107) is a financial advisory firm headquartered in San Francisco, CA. They manage $20,208,204 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $10,104,102
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hawkshead Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Yosef S. Mirza
CRD#: 6495424
55 New Montgomery Street, Suite 520, San Francisco, CA 94105
90
Wealthminder
score

Yosef Mirza (CRD# 6495424) is an Investment Advisor Representative working at Hawkshead Capital LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Martin Green
CRD#: 6148051
55 New Montgomery Street, Suite 520, San Francisco, CA 94105
89
Wealthminder
score

Martin Green (CRD# 6148051) is an Investment Advisor Representative working at Hawkshead Capital LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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