HNP CAPITAL LLC

HTTP://WWW.HNPCAPITAL.COM ROCHESTER, NY Investment Advisor How do I update this listing?

HNP Capital is based out of Rochester. HNP Capital is a large advisory firm with 279 clients and discretionary assets under management (AUM) of $257,963,656 (Form ADV from 2018-07-09). Their last reported 13F filing for Q4 2018 included $149,437,000 in managed 13F securities and a top 10 holdings concentration of 45.24%. HNP Capital's largest holding is Vanguard S&P 500 ETF with shares held of 58,629. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.54%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HNP CAPITAL LLC
180 OFFICE PARK WAY
PITTSFORD NY    14534
Country: United States

Business Phone: 585-461-6085
Fax: 877-845-5155
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 279
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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HNP CAPITAL LLC

ownership team - last updated 2017-03-29
Name Title Start Date Direct/Indirect % Ownership
PICCIRILLI, JOHN, RAYMOND MEMBER 04/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HNP CAPITAL, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2009-04-01
HNP CAPITAL LLC MEMBER direct 2009-04-01
HNP CAPITAL LLC MANAGING MEMBER direct 2009-04-01
HNP CAPITAL FUND MANAGEMENT GROUP, LLC MEMBER direct 2011-02-01
NORVELL, NICHOLAS, TIMOTHY MEMBER / CHIEF COMPLIANCE OFFICER 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HNP CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2009-05-01
HNP CAPITAL LLC MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-07-01
HNP CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
HNP CAPITAL FUND MANAGEMENT GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2011-02-01
HNP CAPITAL FUND MANAGEMENT GROUP, LLC MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-07-01
HOBAICA, ROBERT, CHRISTOPHER MEMBER 01/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HNP CAPITAL LLC MEMBER direct 2011-01-01
HNP CAPITAL FUND MANAGEMENT GROUP, LLC MEMBER indirect 2011-02-01
POWERS, NEIL, JEFFERY CHIEF INVESTMENT OFFICER 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC PRINCIPAL direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER - 6/30/15 direct 2005-01-01
HNP CAPITAL LLC CHIEF INVESTMENT OFFICER direct 2017-03-01

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