H
Honeyguide Capital Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$738,214
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$56,786
About
Honeyguide Capital Partners provides fee-based discretionary investment management to individuals, trusts, estates, charitable organizations, and corporate or other business clients. Services are delivered by the firm’s advisory program, which manages only a tranche of a client’s investable assets and seeks to align those assets with the firm’s proprietary model portfolio.
The firm’s investment approach emphasizes tactical asset allocation informed by fundamental analysis, with a concentrated toolkit of exchange-listed securities, ETFs, and options strategies (including covered and uncovered options). Portfolios are intended to mimic a continuously monitored model rather than being tailored to each client, and the adviser will decline to take on prospective clients it deems unsuitable for the model.
Notable features that differentiate the firm from many peers include its acceptance of corporate/business clients for portfolio management—an arrangement less common among small independent advisers—and a principal who performs a substantive, disclosed role at a credit ratings firm. Combined with a small client base and the use of uncovered option strategies, these factors increase the importance of model fit and an understanding of option-related risks for prospective clients.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.0% annual management fee, payable quarterly in arrears
Main office location
Honeyguide Capital Partners
Chicago IL, United States
Number of offices
1
Most active in
Honeyguide Capital Partners has reported serving >5 clients in these states in the last 12 months.
Illinois
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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