Hegemony Capital Management, LLC (Boca Raton)

Name: Hegemony Capital Management, LLC
Address: 621 Nw 53 Street Suite 400, Boca Raton, FL, 33487
Telephone: 561-226-6199

Hegemony Capital Management, LLC is a large advisory firm based in Boca Raton. It manages $800 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, and New York.

Hegemony Capital Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hegemony Capital Management: assets under management

The assets under management (AUM) of Hegemony Capital Management, LLC is $800 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 843% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $800 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.89 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hegemony Capital Management, LLC for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hegemony Capital Management, LLC

Joseph William Harch has been acting as President since 1 Jun 2006. Eric Murdoch Oberg joined the executive team most recently as the Principal & Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph William Harch	Chairman	1 Jun 2006	50% - 75%	1331665
Michael Eric Lewitt	Chief compliance officer	1 Jun 2006	50% - 75%	1706492
Jennifer Grace Whiteman	Chief compliance officer	1 Mar 2007	Other	5311938
Eric Murdoch Oberg	Principal & senior vice president	1 Apr 2007	Other	1895204

Based in Boca Raton

The principal office where Hegemony Capital Management, LLC performs its advisory services is located at 621 Nw 53 Street Suite 400, Boca Raton, FL 33487, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-226-6199 or by fax 561-995-4946. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hegcap.com.