Top financial advisors in Cranberry Township, PA
We’ve curated a list of the best financial advisors in Cranberry Township, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$133,715,742
Number of advisors
4 advisors
| $133,715,742 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cranberry Township, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cranberry Township. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Hestia Capital Management, LLC
Hestia Capital Management, LLC is a Delaware Limited Liability Company investment adviser founded in January 2009, with its principal place of business in Mars, PA. The firm offers discretionary investment advisory services to private funds and separately managed accounts, primarily focusing on deep value, long-short equity, or long-only equity strategies. Hestia manages approximately $134 million in discretionary assets as of January 31, 2023. For clients who are not qualified investors, management fees generally do not exceed 1% of the market value of the portfolio per year. Qualified clients may also pay a 20% performance-based fee annually. Separately managed accounts have a minimum of $5,000,000, while private funds have a minimum of $250,000. Hestia exercises investment discretion over client accounts, subject to specified guidelines. The firm's investment strategies aim to maximize long-term, risk-adjusted absolute returns, investing primarily in publicly-traded equity securities. Clients are encouraged to review the firm's privacy policies and can contact Hestia for any questions regarding their personal information.
$133,715,742 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cranberry Township, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cranberry Township. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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