Hurley Capital, LLC
825 Third Avenue
33rd Floor
New York, NY 10022
Our Goal
Keep up with the market in good markets, protect capital in bad markets
Our Process
- Conservative, value-oriented investing
- Find inexpensive companies in strong industries
- Find defensive fixed-income investments that provide equity-like returns
- Use company-specific options and short sales to reduce market risk
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Only invest when these criteria can be met
Our Promise
Investment manager invests alongside clients
Our Core Values
Transparency: Clients accounts are custodied at Schwab Institutional. Clients have web-access to their accounts and phone access to Schwab representatives. Clients receive trade confirmations and account statements directly from Schwab Institutional.
Hurley Capital has no access to withdraw client funds beyond management fees in accordance with our client investment management agreements.
Liquidity: Client capital is available at all times. Some asset managers require clients to commit capital for years at a time and withdrawals may be limited.
Consistency: Our investment process has remained the same since we started - conservative and value-oriented.
Recognition
Morningstar has given Hurley Capital’s Value Equity Strategy a five-star rating (its highest rating) for risk-adjusted returns over 1, 3 and 5-year periods.
Account Details
- Minimum account size is $250,000.
- Fees are 1.5% on an annualized basis. Accredited investors (clients with net worth above $1,500,000) may choose an alternative fee structure where fees start at 1% on an annualized basis plus a 10% performance fee on capital appreciation during the year.
Thank you for your inquiry!
Please be aware that Hurley Capital, LLC has a portfolio minimum of $250,000 to accept inquiries through this directory.
