HI
Hunt Investment Management, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 151744
· SEC file 801-70653
· New York, NY
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ADV data as of Apr 09, 2026
- Regulatory AUM
- $118M
- Discretionary
- $13.1M
- Clients
- 3
- Avg AUM / client
- $39.2M
- Accounts
- 3
- Employees
- 22
AUM over time
$118M
$6.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $117M | 99.2% |
| Insurance companies | 1 | $893K | 0.76% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $139M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hunt Dref, Llc | Real Estate Fund | Delaware | $128M | 2 |
| Hunt Ctc Office Oz Fund, Lp | Real Estate Fund | Delaware | $11.2M | 33 |
| Hunt Uk Realty Partners, L.P. | Real Estate Fund | Delaware | $442K | 7 |
| Hunt Uk Realty Incentive Vehicle, Llc | Real Estate Fund | Delaware | $1.4K | 11 |
| Hunt/ Kcvg Real Estate Fund, Lp | Real Estate Fund | Delaware | $0 | 51 |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Everson, Sarah, Hunt | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Jason, Michael | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Joshua, William | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hunt, Matthew, Daniel | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of Wgh Dynasty Trust (indirect) | |
| Hermann, Maryann, Schurr | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Arnold, Guy, Mills | Executive Vice President / Member Of Board Of Managers | May 2017 (9y) | Less than 5% | |
| Donnelly, Paul, David | General Counsel | Feb 2018 (9y) | Less than 5% | |
| Defife, Marc, Christopher | Executive Vice President | Dec 2019 (7y) | Less than 5% | |
| Mc Crory, Ryan, Burke | Member Of Board Of Managers | Dec 2019 (7y) | Less than 5% | |
| Parker, Clayton, Adkin | Member Of Board Of Managers | Dec 2019 (7y) | Less than 5% | |
| Singer, Daniel, Charles | Executive Vice President / Member Of Board Of Managers | Dec 2019 (7y) | Less than 5% | |
| Hunt, James, Christopher | Chief Executive Officer / Member Board Of Managers | Mar 2020 (6y) | Less than 5% | |
| Conforti, Louis, B | President | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hunt Rec Holdings, Llc | Member | Jan 2018 | A | 75% or more |
| Hunt Company, Llc | Member | Feb 2016 | B | ≈ 23.73% – 100% via Hunt Fs Holdings, Llc |
| Hunt Companies, Inc. | Member | Oct 2005 | B | ≈ 17.8% – 100% via Hunt Company, Llc |
| Hunt Fs Holdings, Llc | Member | Jan 2018 | B | ≈ 31.64% – 100% via Hunt Capital Holdings, Llc |
| Hunt Fs Holdings Ii, Llc | Member | Jan 2018 | B | ≈ 56.25% – 100% via Hunt Rec Holdings, Llc |
| Hunt Capital Holdings, Llc | Member | Feb 2018 | B | ≈ 42.19% – 100% via Hunt Fs Holdings Ii, Llc |
| Wgh Dynasty Trust | Shareholder | Mar 2013 | B | ≈ 4.45% – 50% via Hunt Companies, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hunt Company, Llc: 75% – 100% of Hunt Fs Holdings, Llc × 75% – 100% of Hunt Capital Holdings, Llc × 75% – 100% of Hunt Fs Holdings Ii, Llc × 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Hunt Companies, Inc.: 75% – 100% of Hunt Company, Llc × 75% – 100% of Hunt Fs Holdings, Llc × 75% – 100% of Hunt Capital Holdings, Llc × 75% – 100% of Hunt Fs Holdings Ii, Llc × 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Hunt Fs Holdings, Llc: 75% – 100% of Hunt Capital Holdings, Llc × 75% – 100% of Hunt Fs Holdings Ii, Llc × 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Hunt Fs Holdings Ii, Llc: 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hunt Capital Holdings, Llc: 75% – 100% of Hunt Fs Holdings Ii, Llc × 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Wgh Dynasty Trust: 25% – 50% of Hunt Companies, Inc. × 75% – 100% of Hunt Company, Llc × 75% – 100% of Hunt Fs Holdings, Llc × 75% – 100% of Hunt Capital Holdings, Llc × 75% – 100% of Hunt Fs Holdings Ii, Llc × 75% – 100% of Hunt Rec Holdings, Llc × 75% – 100% direct ≈ 4.45% – 50% 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 (5, $139M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hunt Dref, Llc | Real Estate Fund | $128M | $0 | 2 |
| Hunt Ctc Office Oz Fund, Lp | Real Estate Fund | $11.2M | $250K | 33 |
| Hunt Uk Realty Partners, L.P. | Real Estate Fund | $442K | $25.0M | 7 |
| Hunt Uk Realty Incentive Vehicle, Llc | Real Estate Fund | $1.4K | $10.0K | 11 |
| Hunt/ Kcvg Real Estate Fund, Lp | Real Estate Fund | $0 | $50.0K | 51 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.84 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
- • Other fees
- • ACQUISITION, ORIGINATION AND/OR DISPOSITION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $296K (0% of AUM) Mar 2022
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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗