Hunter Lewis LLC

The firm provides investment advisory services to endowed institutions, private clients, families, and pension plans, combining investment-strategy reviews and plan development with implementation through either discretionary or non‑discretionary management. It also offers optional services—such as philanthropic advisory, social‑impact tailoring, and assistance arranging third‑party bookkeeping, legal, or accounting services—at no additional fee.

The firm’s stated approach is long‑term and global, emphasizing diversified asset allocation, risk control, and cost‑conscious implementation, with internal security analysis that is largely quantitative but supplemented by qualitative judgment. Instead of a percentage‑of‑assets fee, the firm charges a fixed dollar fee (with an internal cap historically set at 0.4% of contributed capital and an objective to keep total investment costs below 1%), and it may use derivatives in separately managed accounts primarily for hedging or to gain exposure while limiting leverage and notional exposure.

Notable differentiators include the founder’s role in the development of the American university investment model and the firm’s use of a client‑only commingled LLC to access emerging and frontier markets, which means the firm acts as a private‑fund adviser and may be deemed to have custody of those pooled assets; that vehicle is subject to external accounting review and surprise examinations. The firm is small and concentrated (one advisor serving a limited number of clients with several hundred million in reported AUM), which aligns with its conflict‑averse, single‑service/two‑element fee structure and selective use of pooled vehicles.