{
  "crd_number": 108911,
  "slug": "hahn-capital-management-llc-walnut-creek-ca-108911",
  "primary_business_name": "HAHN CAPITAL MANAGEMENT, LLC",
  "legal_name": "HAHN CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-07-21",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 390000000.0,
  "raum_discretionary": 131000000.0,
  "raum_non_discretionary": 259000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 259000000.0,
      "count": 14,
      "description": "WRAP AND UMA/SMA PLATFORMS"
    },
    "charitable": {
      "raum": 6000000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 118000000.0,
      "count": 50
    },
    "corporations_other_businesses": {
      "raum": 7000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL",
    "MI",
    "MN",
    "MO",
    "NE",
    "NH",
    "NY",
    "OH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://hahncap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108911",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911",
  "display_name": "Hahn Capital Management, LLC",
  "summary": "Hahn Capital Management, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Hahn Capital Management, LLC (CRD 108911): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Hahn Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hahn Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Hahn Capital Management, LLC located?",
      "a": "Hahn Capital Management, LLC's principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Hahn Capital Management, LLC registered with the SEC or a state?",
      "a": "Hahn Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 108911."
    },
    {
      "q": "How much does Hahn Capital Management, LLC manage?",
      "a": "Hahn Capital Management, LLC reports $390,000,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (34% discretionary)."
    },
    {
      "q": "How have Hahn Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hahn Capital Management, LLC: Regulatory assets under management: $1,002,000,000 in the October 2021 data and $390,000,000 in the October 2026 data, down 61%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hahn Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (50); other (14); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Hahn Capital Management, LLC use?",
      "a": "Hahn Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hahn Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108911"
    },
    {
      "q": "Does Hahn Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"In most cases, HCM requires a minimum equity account size of $500,000. However, in some instances, HCM may agree to manage an account with a value of less than $500,000.\""
    },
    {
      "q": "What changed in Hahn Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $521,000,000 to $390,000,000 (-25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1002000000.0,
      "total_employees": 7,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1281000000.0,
      "total_employees": 7,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 968000000.0,
      "total_employees": 6,
      "filing_date": "2023-03-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 800000000.0,
      "total_employees": 6,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 521000000.0,
      "total_employees": 5,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 390000000.0,
      "total_employees": 5,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $521,000,000 to $390,000,000 (-25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "In most cases, HCM requires a minimum equity account size of $500,000. However, in some instances, HCM may agree to manage an account with a value of less than $500,000."
        ]
      }
    ],
    "quotes": [
      "In most cases, HCM requires a minimum equity account size of $500,000. However, in some instances, HCM may agree to manage an account with a value of less than $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 118000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 6000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 7000000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 14,
      "fewer_than_5": false,
      "raum": 259000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108911",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}