Hv Capital Management, LLC
● SEC registered since 2025CRD 339467SEC# 801-134910Montgomery, NY
Reg. AUM
$71.5M
Employees
4
Accounts
114
Location
Montgomery, NY
Hv Capital Management, LLC assets under management
Hv Capital Management, LLC is a registered investment adviser overseen by the SEC based in Montgomery, NY. The firm has been registered since 2025. It reports $71.5 million in regulatory assets under management and employs 4 people.
Hv Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2025 |
| Mark Alan Lazarczyk Control | Chief Executive Officer | 25-50% | 2025 |
| Melissa J. Mineau Control | Chief Operating Officer | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Hv Capital Management, LLC manage?
Hv Capital Management, LLC reports $71.5 million in regulatory assets under management on its Form ADV.
How many employees does Hv Capital Management, LLC have?
Hv Capital Management, LLC reports 4 employees.
Where is Hv Capital Management, LLC located?
Hv Capital Management, LLC is based in Montgomery, NY and has been SEC-registered since 2025.
Does Hv Capital Management, LLC disclose fund performance?
Hv Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2134 State Route 208, Suite 4, Montgomery, NY 12549 |
| Phone | 845-655-4826 |
| Office hours | 8:30 To 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$71.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$71.5Mregulatory AUM
Discretionary $71.5M