# Hunt Investment Management, LLC

> Hunt Investment Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 151744
- Filed as: HUNT INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151744
- AdvisorCensus page: https://advisorcensus.com/firm/hunt-investment-management-llc-new-york-ny-151744

## Quick answers

**How is Hunt Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hunt Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**How much does Hunt Investment Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 9, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hunt Investment Management, LLC located?**
Hunt Investment Management, LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Hunt Investment Management, LLC registered with the SEC or a state?**
Hunt Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151744.

**How much does Hunt Investment Management, LLC manage?**
Hunt Investment Management, LLC reports $117,744,514 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (11% discretionary).

**How have Hunt Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hunt Investment Management, LLC: Regulatory assets under management: $264,911,025 in the October 2021 data and $117,744,514 in the October 2026 data, down 56%. Total employees: 32 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hunt Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); insurance companies (1).

**Does Hunt Investment Management, LLC report any disciplinary disclosures?**
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/151744

**What changed in Hunt Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> management fees of up to 1.75% per annum of (i) the committed or invested capital of a Client, or (ii) the gross asset value or net asset value of investments made by a Client

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $117,744,514
- Discretionary: $13,145,518
- Non-discretionary: $104,598,996

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $116,851,168 |
| Insurance companies | 1 | $893,346 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (16 years)
- Employees: 22 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, GA, HI, IL, KS, MA, MD, MO, NJ, NV, NY, OH, OK, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Chicago, IL
- Dallas, TX
- Denver, CO
- El Paso, TX
- Rye Brook, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $264,911,025 | 32 | May 3, 2021 |
| October 2022 | $203,961,397 | 24 | March 31, 2022 |
| October 2023 | $173,090,877 | 22 | August 30, 2023 |
| October 2024 | $140,444,923 | 22 | March 27, 2024 |
| October 2025 | $129,011,941 | 22 | March 26, 2025 |
| October 2026 | $117,744,514 | 22 | April 9, 2026 |

Regulatory assets under management: $264,911,025 in the October 2021 data and $117,744,514 in the October 2026 data, down 56%.
Total employees: 32 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hunt Investment Management, LLC (CRD 151744): Form ADV filing data as of October 2026.