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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

HONTE ADVISORS LLC

CRD 308341

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:080f09d1-9305-6cdd-c807-29968b33732c

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 0
Observed: Jul 10, 2020 to Apr 9, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $418MItem 5.F on the latest filing (2026-04-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $418M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
SEC number: 801-119254
CRD: 308341
Filings on the tape: 12
First filed: Jul 10, 2020
Latest filed: Apr 9, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HONTE LH MACRO MASTER FUND, LP	Hedge Fund	$140M	Feb 14, 2024	17	Jul 10, 2020	reported	021-313667

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALASOORIYA, KUSHAN, M.	CHIEF FINANCIAL OFFICER, DIRECTOR	Na	yes	06/2022	Jun 30, 2022	Feb 14, 2024
GUREVICH, ALEX	MANAGING MEMBER	E	yes	07/2015	Jul 10, 2020	Feb 14, 2024
GUREVICH, ALEX	FOUNDER, CHIEF INVESTMENT OFFICER	Na	yes	07/2015	Jul 10, 2020	Feb 14, 2024
HONTE INVESTMENTS LLC	MANAGING MEMBER	E	yes	07/2015	Jul 10, 2020	Feb 14, 2024
Shie-Chen, Joann	CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS	Na	yes	06/2022	Jun 30, 2022	Feb 14, 2024
ZHU, QIN	CHIEF OPERATING OFFICER, CHIEF RISK OFFICER, MANAGING DIRECTOR	Na	yes	06/2022	Jun 30, 2022	Feb 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HONTE CAPITAL PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 9, 2026	$418M	$418M	7	3	1	n/a
2024	Apr 24, 2025	$704M	$704M	7	3	1	n/a
2023	Feb 14, 2024	$214M	$214M	7	3	1	$140M
2022	Feb 23, 2023	$170M	$170M	7	3	1	$121M
2021	Mar 28, 2022	$297M	$297M	8	3	1	$139M
2020	Mar 30, 2021	$159M	$159M	8	4	1	$159M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$418M	$704M	-40.7%	$170M	34.9%	7	7	0	0

Relationships

Advises (1)

→ HONTE LH MACRO MASTER FUND, LPPrivate fundHedge Fund, IA
Jul 10, 2020 to presentfactForm ADV

Controls (5)

← ZHU, QINOwnerCHIEF OPERATING OFFICER, CHIEF RISK OFFICER, MANAGING DIRECTOR, ownership code NA, individual
Jun 30, 2022 to Feb 14, 2024factForm ADV
← GUREVICH, ALEXOwnerMANAGING MEMBER, ownership code E, individual
Jul 10, 2020 to Feb 14, 2024factForm ADV
← Shie-Chen, JoannOwnerCHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, ownership code NA, individual
Jun 30, 2022 to Feb 14, 2024factForm ADV
← BALASOORIYA, KUSHAN, M.OwnerCHIEF FINANCIAL OFFICER, DIRECTOR, ownership code NA, individual
Jun 30, 2022 to Feb 14, 2024factForm ADV
← HONTE INVESTMENTS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 10, 2020 to Feb 14, 2024factForm ADV

Dated events

Occurred
Apr 9, 2026
Regulatory AUM changed
Honte Advisors Llc reported RAUM $417.7M, down 38% from $668.5M (2026-03-11 to 2026-04-09)
Form ADVobserved 5 days ago
$-251M
Occurred
Apr 24, 2025
Regulatory AUM changed
Honte Advisors Llc reported RAUM $703.8M, down 43% from $1.2B (2025-03-04 to 2025-04-24)
Form ADVobserved 5 days ago
$-537M
Occurred
Mar 4, 2025
Regulatory AUM changed
Honte Advisors Llc reported RAUM $1.2B, up 480% from $213.9M (2024-02-14 to 2025-03-04)
Form ADVobserved 5 days ago
$1.0B
Occurred
Feb 23, 2023
Regulatory AUM changed
Honte Advisors Llc reported RAUM $170.0M, down 43% from $296.8M (2022-06-30 to 2023-02-23)
Form ADVobserved 5 days ago
$-127M
Occurred
Jun 30, 2022
Control person joined
Qin Zhu (Chief Operating Officer, Chief Risk Officer, Managing Director) appeared on Schedule A of Honte Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Control person joined
Joann Shie-Chen (Chief Compliance Officer, Director Of Operations) appeared on Schedule A of Honte Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Control person joined
M. Kushan Balasooriya (Chief Financial Officer, Director) appeared on Schedule A of Honte Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Control person left
Christopher Lutton (Co-Founder, Ceo, Cco) no longer on Schedule A of Honte Advisors Llc (listed 2022-03-28, absent 2022-06-30)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Honte Advisors Llc reported RAUM $296.8M, up 87% from $159.1M (2021-03-30 to 2022-03-28)
Form ADVobserved 5 days ago
$138M
Occurred
Jul 10, 2020
First Form ADV filing
Honte Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:080f09d1-9305-6cdd-c807-29968b33732c
First observed: Jul 10, 2020
Last observed: Apr 9, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HONTE ADVISORS LLC

CRD 308341

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:080f09d1-9305-6cdd-c807-29968b33732c

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HONTE LH MACRO MASTER FUND, LP

Hedge Fund

$140M

Feb 14, 2024

Jul 10, 2020

reported

021-313667

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALASOORIYA, KUSHAN, M.

CHIEF FINANCIAL OFFICER, DIRECTOR

yes

06/2022

Jun 30, 2022

Feb 14, 2024

GUREVICH, ALEX

MANAGING MEMBER

yes

07/2015

Jul 10, 2020

Feb 14, 2024

GUREVICH, ALEX

FOUNDER, CHIEF INVESTMENT OFFICER

yes

07/2015

Jul 10, 2020

Feb 14, 2024

HONTE INVESTMENTS LLC

MANAGING MEMBER

yes

07/2015

Jul 10, 2020

Feb 14, 2024

Shie-Chen, Joann

CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS

yes

06/2022

Jun 30, 2022

Feb 14, 2024

ZHU, QIN

CHIEF OPERATING OFFICER, CHIEF RISK OFFICER, MANAGING DIRECTOR

yes

06/2022

Jun 30, 2022

Feb 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HONTE CAPITAL PARTNERS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$418M

n/a

2024

Apr 24, 2025

$704M

n/a

2023

Feb 14, 2024

$214M

$140M

2022

Feb 23, 2023

$170M

$121M

2021

Mar 28, 2022

$297M

$139M

2020

Mar 30, 2021

$159M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$418M

$704M

-40.7%

$170M

34.9%