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Hanseatic Management Services Inc
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Albuquerque, New Mexico
$240.0 million AUM
1 office

Hanseatic Management Services Inc is based in Albuquerque, New Mexico and has $240.0 million in assets under management.

Location
5600 Wyoming NE
Suite 220
Albuquerque, NM 87109
$240.0 million
AUM
4
Employees
AUM Share
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$240,000,000
Assets under management
118 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 94 $17,900,000 7% $190,426
High net worth individuals 16 $15,700,000 7% $981,250
Pooled investment vehicles 2 $125,400,000 52% $62,700,000
Pension and profit sharing plans 5 $79,000,000 33% $15,800,000
Other corporations or businesses Fewer than 5 clients $2,000,000
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$240,000,000
Assets under management
$60,000,000
AUM per employee
$60,000,000
AUM per investment analyst
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Compensation

Hanseatic Management Services Inc makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Hanseatic Management Services Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Model portfolio provider
Firm data Share
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CRD number 107,110
SEC number 801-49508
Legal structure Corporation
Legal governance New Mexico, United States
Latest ADV filing date May 26, 2020

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