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How does the advisor help clients – Key Takeaways:

HAYFIN CAPITAL MANAGEMENT LLC provides expert financial guidance and management services to clients looking for innovative solutions and personalized strategies.

From asset management to financial planning, their team of experienced advisors helps clients achieve their financial goals with a comprehensive and tailored approach.

Facts and Insights:

With over 20 years of experience in the financial industry, HAYFIN CAPITAL MANAGEMENT LLC has established itself as a trusted and reputable advisor firm.

Their team of advisors has helped clients navigate through various market cycles and provide insights on investment opportunities and potential risks.

The firm’s commitment to excellence has led them to manage over $1 billion in assets under management, maintaining a solid track record of delivering returns for their clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management $1 billion
Number of Advisors 15
Time in Business 20+ years

Financial Services Offered:

  • Asset management
  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax planning and strategy
  • Risk management
  • Portfolio analysis and rebalancing
  • Investment research

Client Types:

They serve a diverse range of clients, including individuals, families, businesses, and institutions.

Whether you are a high-net-worth individual or a small business owner, HAYFIN CAPITAL MANAGEMENT LLC has the expertise and resources to assist you in achieving your financial goals.

Fees & Compensation:

HAYFIN CAPITAL MANAGEMENT LLC is a fee-only advisor firm, which means they do not earn commissions on financial products or transactions.

Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.


The founding partners of HAYFIN CAPITAL MANAGEMENT LLC have extensive backgrounds in finance and have held leadership positions at top financial institutions.

Their team of advisors is highly educated and experienced, with many holding advanced degrees and professional certifications in the financial industry.

Financial Advisor Disclosures to Know:

As a registered investment advisor, HAYFIN CAPITAL MANAGEMENT LLC is committed to transparency and disclosure of any potential conflicts of interest.

On their SEC Form ADV, they list any important disclosures that clients should be aware of, ensuring that their clients are fully informed and protected.

They also have a code of ethics in place to guide their actions and ensure they always act in their clients’ best interests.

Company Information

Main Office

Mail Office

Other Information

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