HART INVESTMENT MANAGEMENT, LLC

HART INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 309661). Regulatory assets under management: $16.4M.

Registration

• CRD: 309661
• Type: Registered investment adviser
• Phone: (858) 633-3446
• Latest filing: 2026-02-24
• Regulatory AUM: $16.4M
• Discretionary AUM: $16.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309661 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search