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Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HUNTER CAPITAL MANAGEMENT

HUNTER PERKINS CAPITAL MANAGEMENT, LLC, CRD 309050

LOMBARD, IL

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:d9faaa55-b3e3-f5ba-4a3e-1cfc1fe07e30

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 2
Observed: Apr 15, 2020 to Mar 31, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Hunter Capital Management

Private equity manager · shared crd

Independent Sponsorsidentity

Hunter Capital Management

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.69 fund_share=0.08 institutional_share=0.14 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $743M
Private client RAUM: $751MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $156Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 537
High net worth clients: 485
Private funds: 1Schedule D 7.B(1)
SEC number: 801-118729
CIK: 1808919
CRD: 309050
Filings on the tape: 12
First filed: Apr 15, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: hunterfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN LEE WILSON	Chartered Financial Consultant	LOMBARD, IL	6	24	1	no
ROBERT HUNTER PERKINS	n/a	LOMBARD, IL	6	44	4	no
PETER LISNIC	n/a	LOMBARD, IL	5	23	1	no
GREGORY ERHARD WOLF	n/a	LOMBARD, IL	5	45	2	no
JEFFREY RONALD KAUTZ	Chartered Financial Analyst	LOMBARD, IL \| Naperville, IL	0	30	1	no
RANDALL WILLIAM HUGHES	n/a	LOMBARD, IL \| Monticello, IN	0	33	1	no
Colin P Plunkett	Chartered Financial Analyst	LOMBARD, IL	0	20	4	no

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
HUNTER DIVERSIFIED FUND, LLC	Private Equity Fund	$16.3M	Mar 31, 2026	12	Mar 30, 2021	reported	021-1818762

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
PERKINS MALO HUNTER FOUNDATION	CHARITABLE FOUNDATION	D	yes	12/1997	Apr 15, 2020	Mar 28, 2024
Perkins, Alec, Hunter	Ceo	C	yes	04/2020	Apr 15, 2020	Mar 28, 2024
MCDONNELL, THOMAS, ABBOTT	Member	A	no	04/2020	Mar 29, 2022	Mar 28, 2024
PERKINS, THOMAS, MALO	Member	A	no	01/2021	Mar 29, 2022	Mar 28, 2024
ROVETTO, RICHARD, PHILLIP	CHIEF COMPLIANCE OFFICER	Na	no	04/2020	Apr 15, 2020	Mar 28, 2024
WILSON, BENJAMIN, LEE	President	Na	no	04/2020	Apr 15, 2020	Mar 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.1B	$743M	12	8	1	1	n/a
2024	Mar 28, 2025	$1.0B	$741M	10	5	1	1	n/a
2023	Mar 28, 2024	$890M	$645M	8	5	1	1	$16.3M
2022	Mar 21, 2023	$850M	$617M	8	5	1	1	$16.3M
2021	Mar 29, 2022	$940M	$726M	8	5	1	1	$16.3M
2020	Mar 30, 2021	$801M	$618M	5	3	1	1	$16.3M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	3	0

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	$1.1B	$1.0B	6.7%	$850M	8.6%	12	10	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
QSV EQUITY INVESTORS LLC	2	Feb 5, 2026	Feb 27, 2026	NAPERVILLE, IL	Team lift out	Other	100.0%

Relationships

Registered with (7)

← RANDALL WILLIAM HUGHESAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Colin P PlunkettAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← JEFFREY RONALD KAUTZAdvisorregistration: current employment
Feb 20, 2026 to presentfactForm ADV
← GREGORY ERHARD WOLFAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← PETER LISNICAdvisorregistration: current employment
Apr 20, 2021 to presentfactForm ADV
← BENJAMIN LEE WILSONAdvisorregistration: current employment
Jun 2, 2020 to presentfactForm ADV
← ROBERT HUNTER PERKINSAdvisorregistration: current employment
Jun 2, 2020 to presentfactForm ADV

Advises (1)

→ HUNTER DIVERSIFIED FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV

Moved with (1)

← QSV EQUITY INVESTORS LLCRegistered adviser2 advisors, team lift out, same day
Feb 5, 2026 to Feb 27, 2026factForm ADV

Owns (4)

← PERKINS, THOMAS, MALOOwnerMEMBER, ownership code A, individual
Mar 29, 2022 to Mar 28, 2024factForm ADV
← ROVETTO, RICHARD, PHILLIPOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 15, 2020 to Mar 28, 2024factForm ADV
← WILSON, BENJAMIN, LEEOwnerPRESIDENT, ownership code NA, individual
Apr 15, 2020 to Mar 28, 2024factForm ADV
← MCDONNELL, THOMAS, ABBOTTOwnerMEMBER, ownership code A, individual
Mar 29, 2022 to Mar 28, 2024factForm ADV

Controls (2)

← Perkins, Alec, HunterOwnerCEO, ownership code C, individual
Apr 15, 2020 to Mar 28, 2024factForm ADV
← PERKINS MALO HUNTER FOUNDATIONOwnerCHARITABLE FOUNDATION, ownership code D, domestic entity
Apr 15, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Feb 5, 2026
Team lift-out
2 advisors left Qsv Equity Investors LLC (Naperville, IL) for Hunter Capital Management on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 15, 2020
Succession filed (Item 4)
Hunter Capital Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Apr 15, 2020
Control person joined
Hunter Alec Perkins (Ceo) appeared on Schedule A of Hunter Capital Management
Form ADVobserved 6 days ago
Occurred
Apr 15, 2020
First Form ADV filing
Hunter Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9faaa55-b3e3-f5ba-4a3e-1cfc1fe07e30
First observed: Apr 15, 2020
Last observed: Mar 31, 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.

HUNTER CAPITAL MANAGEMENT

HUNTER PERKINS CAPITAL MANAGEMENT, LLC, CRD 309050

LOMBARD, IL

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:d9faaa55-b3e3-f5ba-4a3e-1cfc1fe07e30

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN LEE WILSON

Chartered Financial Consultant

LOMBARD, IL

ROBERT HUNTER PERKINS

n/a

LOMBARD, IL

PETER LISNIC

n/a

LOMBARD, IL

GREGORY ERHARD WOLF

n/a

LOMBARD, IL

JEFFREY RONALD KAUTZ

Chartered Financial Analyst

LOMBARD, IL | Naperville, IL

RANDALL WILLIAM HUGHES

n/a

LOMBARD, IL | Monticello, IN

Colin P Plunkett

Chartered Financial Analyst

LOMBARD, IL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HUNTER DIVERSIFIED FUND, LLC

Private Equity Fund

$16.3M

Mar 31, 2026

Mar 30, 2021

reported

021-1818762

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERKINS MALO HUNTER FOUNDATION

CHARITABLE FOUNDATION

yes

12/1997

Apr 15, 2020

Mar 28, 2024

Perkins, Alec, Hunter

Ceo

yes

04/2020

Apr 15, 2020

Mar 28, 2024

MCDONNELL, THOMAS, ABBOTT

Member

04/2020

Mar 29, 2022

Mar 28, 2024

PERKINS, THOMAS, MALO

Member

01/2021

Mar 29, 2022

Mar 28, 2024

ROVETTO, RICHARD, PHILLIP

CHIEF COMPLIANCE OFFICER

04/2020

Apr 15, 2020

Mar 28, 2024

WILSON, BENJAMIN, LEE

President

04/2020

Apr 15, 2020

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.1B

$743M

n/a

2024

Mar 28, 2025

$1.0B

$741M

n/a

2023

Mar 28, 2024

$890M

$645M

$16.3M

2022

Mar 21, 2023

$850M

$617M

$16.3M

2021

Mar 29, 2022

$940M

$726M

$16.3M

2020

Mar 30, 2021

$801M

$618M

$16.3M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$1.0B

6.7%

$850M

8.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

QSV EQUITY INVESTORS LLC

Feb 5, 2026

Feb 27, 2026

NAPERVILLE, IL

Team lift out

Other

100.0%