# HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 307956
- Type: SEC-registered investment adviser
- SEC file number: 801-118346
- Location: 900 S. CAPITAL OF TX HIGHWAY, SUITE 350, AUSTIN, TX, 78746
- Phone: 512-600-5390
- Latest filing: 2026-06-30
- Regulatory AUM: $11.9B
- Discretionary AUM: $9.9B
- Non-discretionary AUM: $2.0B
- Clients: 172
- Accounts: 15,595

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Greg Lee Koleno | DIRECTOR; RPW COO | — |
| Scott Christopher Hauptmann | EXECUTIVE VICE PRESIDENT, PRESIDENT | — |
| Dennis Walter Bielik | EVP/ MANAGING DIRECTOR, DIRECTOR OF PRIVATE WEALTH | — |
| Mariane Ashley Lee | CHIEF COMPLIANCE OFFICER | — |
| Melissa Rodriguez-Kirk | COO | — |
| Adam Sokolic | DIRECTOR | — |
| Cameron Paul Lee | TRUSTEE | — |
| PESCE JOHN JOSEPH | CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, PRESIDENT (+3 more) | — |
| COCHRAN MIKE WAYNE | CHAIRMAN | — |
| MONTGOMERY JEFFREY ALAN | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| CAMERON WILLIAM MARTYN | TRUSTEE | — |
| MAYS ELISABETH MARIE | CCO | — |
| DENOYIOR JOSEPH FREDRICK | PRESIDENT | — |
| JAMAIL CHRISTOPHER JAMES | CHIEF MARKETING OFFICER | — |
| HAUPTMANN SCOTT CHRISTOPHER | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+3 more) | — |
| BARRAZA JAIME ERNESTO | CHIEF TECHNOLOGY OFFICER | — |
| GOODWIN DANIEL L | CHIEF COMPLIANCE OFFICER | Oak Brook, IL |
| Sokolic Adam | COO; DIRECTOR | — |
| BIELIK DENNIS WALTER | EVP/ MANAGING DIRECTOR, DIRECTOR OF PRIVATE WEALTH; EVP/MANAGING DIRECTOR, DIRECTOR OF PRIVATE WEALTH; SENIOR VICE PRESIDENT (+1 more) | — |
| GOODWIN BRYAN LEE | EVP, GENERAL COUNSEL | — |
| LEE MARIANE ASHLEY | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| RODRIGUEZ-KIRK MELISSA | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307956/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307956/similar
- Related entities: https://search.stillhousedata.com/firm/307956/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307956

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.