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CRD 333651
PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, PATRICK, JAMES | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2024 | Dec 11, 2024 | Dec 11, 2024 |
| H.A. HOLDINGS, INC. | Member | C | yes | 01/2016 | Dec 11, 2024 | Dec 11, 2024 |
| HUNTER ASSOCIATES HOLDINGS, LLC | Member | E | yes | 10/2024 | Dec 11, 2024 | Dec 11, 2024 |
| MARSHALL, BRADLEY, JOHN | CFO, TREASURER AND DIRECTOR | Na | yes | 10/2024 | Dec 11, 2024 | Dec 11, 2024 |
| MCCULLOCH, ROBERT, SPITTAL | VICE PRESIDENT; DIRECTOR | Na | yes | 10/2024 | Dec 11, 2024 | Dec 11, 2024 |
| SNYDER, ERICA, LYNN | PRESIDENT/CHIEF EXECUTIVE OFFICER AND DIRECTOR | Na | yes | 10/2024 | Dec 11, 2024 | Dec 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | n/a | Independent wealth | $1.3B | N | yes | n/a |
| HUNTER PRIVATE CAPITAL MANAGEMENT I, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Salem | Oh | United States | 5 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $16.4M | $16.4M | 6 | 4 | 1 | 2 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $16.4M | n/a | n/a | n/a | n/a | 6 | n/a | 1 | n/a |