Hbk Investments L.P.
- Regulatory AUM
- $35.6B
- Discretionary
- $35.6B
- Clients
- 7
- Avg AUM / client
- $5.1B
- Accounts
- 9
- Employees
- 198
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $33.8B | 94.8% |
| Other investment advisers | Fewer than 5 clients | $1.4B | 4.0% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $417M | 1.17% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $20.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hbk Master Fund L.P. master | Hedge Fund | Cayman Islands | $17.4B | 319 |
| Hbk Merger Strategies Master Fund L.P. master | Hedge Fund | Cayman Islands | $2.4B | 85 |
| Hbk Opportunities Platform L.P. Convertible Arbitrage Series | Hedge Fund | Delaware | $306M | 21 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jamiel Andrew Akhtar | Chief Investment Officer, Managing Director | Nov 1995 (31y) | ≈ 0% – 2.5% via Hbk Management Llc | |
| Mosle, Jon, Ludwig | President, Managing Director | Jan 2007 (20y) | ≈ 0% – 2.5% via Hbk Management Llc | |
| Harris, Heather, Lynne | Chief Financial Officer, Managing Director | Mar 2015 (11y) | Less than 5% | |
| Luth, Matthew, Frederick | Chief Investment Officer, Managing Director | Jan 2021 (6y) | ≈ 0% – 2.5% via Hbk Management Llc | |
| Haas, Isaac, Sebastian | General Counsel | Jan 2022 (5y) | Less than 5% | |
| Doud, Roya, Saleh | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hbk Partners Ii L.P. | Limited Partner | Nov 1995 | A | 75% or more |
| Hbk Management Llc | General Partner | May 2020 | A | Less than 5% |
| Hbk Management Llc | General Partner | Nov 1995 | B | GP / trustee / elected manager of Hbk Partners Ii L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jamiel Andrew Akhtar: 25% – 50% of Hbk Management Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Mosle, Jon, Ludwig: 25% – 50% of Hbk Management Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Luth, Matthew, Frederick: 25% – 50% of Hbk Management Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $20.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hbk Master Fund L.P. | Hedge Fund | $17.4B | $3.0M | 319 |
| Hbk Merger Strategies Master Fund L.P. | Hedge Fund | $2.4B | $3.0M | 85 |
| Hbk Opportunities Platform L.P. Convertible Arbitrage Series | Hedge Fund | $306M | $3.0M | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $1.4B (4% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗