Hawks I, LLC (Atlanta)


Hawks I, LLC is a related adviser based in Atlanta. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Georgia.

Hawks I provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawks I has custody of $94.38 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawks I, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hawks I serves?

The only and largest group of clients of Hawks I is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 2 most similar advisory firms, Hawks I has the highest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Hawks I also advises several private funds.

Based in Atlanta

The principal office where Hawks I, LLC performs its advisory services is located at 3344 Peachtree Road, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-685-2915. The normal business hours are 9:00am - 5:00pm on Monday - Friday.