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Hegarty Advisors, LLC

● SEC registered since 2022CRD 306342SEC# 801-124958Garden City, NY
Export (members)
Reg. AUM
$171.1M
Employees
2
Accounts
431
Location
Garden City, NY

Hegarty Advisors, LLC assets under management

Hegarty Advisors, LLC operates as an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 2022. It reports $171.1 million in regulatory assets under management and employs 2 people.

Hegarty Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Andrew HegartyMemberUnder 5%2026
Kevin Patrick Hegarty ControlPrincipal And CcoOver 75%2019

Frequently asked questions

How much does Hegarty Advisors, LLC manage?

Hegarty Advisors, LLC reports $171.1 million in regulatory assets under management on its Form ADV.

How many employees does Hegarty Advisors, LLC have?

Hegarty Advisors, LLC reports 2 employees.

Where is Hegarty Advisors, LLC located?

Hegarty Advisors, LLC is based in Garden City, NY and has been SEC-registered since 2022.

Does Hegarty Advisors, LLC disclose fund performance?

Hegarty Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1461 Franklin Ave, Garden City, NY 11530
Phone516-280-2323
Office hours8:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$171.1M▲ 37%
Jan '25 — $125.3MFeb '25 — $125.3MMar '25 — $125.3MApr '25 — $125.3MMay '25 — $125.3MJun '25 — $125.3MJul '25 — $125.3MAug '25 — $125.3MSep '25 — $125.3MOct '25 — $125.3MNov '25 — $125.3MDec '25 — $125.3MJan '26 — $171.1MFeb '26 — $171.1MMar '26 — $171.1MApr '26 — $171.1MMay '26 — $171.1MJun '26 — $171.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$171.1Mregulatory AUM
Discretionary $171.1M