H
Hunter VIP Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Hunter VIP Investments, LLC is a state‑registered investment adviser that provides discretionary investment management and oversight primarily for pooled and institutional mandates, while its Form ADV also describes the capacity to advise individual and high‑net‑worth accounts. The firm serves as a fiduciary and delivers portfolio construction, ongoing supervision, and client reporting.
The firm typically builds diversified, generally long‑term portfolios using low‑cost mutual funds and ETFs and may supplement allocations with individual stocks, bonds, options, or CDs as appropriate to client objectives. For implementation, Hunter VIP often recommends and monitors unaffiliated independent managers, conducting initial and ongoing due diligence and allocating portions of client mandates to those managers without receiving direct compensation from them.
Noteworthy aspects include the explicit, documented practice of selecting other advisers for portions of client mandates — a practice that is relatively uncommon among peers — and an institutional relationship with a qualified custodian that provides software and operational support to the adviser. The firm is newly formed, limits custody to authorized fee deduction only, and maintains written compliance controls including a Code of Ethics and disclosure of potential conflicts.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Fee options
$100,000 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.60%
Account minimum: $100,000 Fee-only: Investment advisory fees based on tiered percentage of AUM as described above.
Main office location
Hunter VIP Investments, LLC
Fallbrook CA, United States
Number of offices
1
Most active in
Hunter VIP Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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