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Hrj Capital, L.L.C. (Woodside)


Hrj Capital, L.L.C. is a large advisory firm based in Woodside. It manages $2.08 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Hrj Capital, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hrj Capital, L.L.C: assets under management

The assets under management (AUM) of Hrj Capital, L.L.C. is $2.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hrj Capital, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ronald Mandel Lott Trustee 1 Mar 1992 Other 4527616
Karen Collmer Lott Trustee 1 Mar 1992 Other 5075341
Harris Scott Barton Trustee 1 Jan 2001 Other 4527661
Megan Flatley Barton Trustee 1 Jan 2001 Other 5075340
Harris S. Barton & Megan Barton 2001 Trust Non-managing member 1 Apr 2002 50% - 75% xxx-xx-xxxx
Harris Scott Barton Managing member 1 Apr 2002 Other 4527661
1992 Ronald M. Lott Family Trust Established March 9 Non-managing member 1 Apr 2002 50% - 75% xxx-xx-xxxx
Ronald Mandel Lott Managing member 1 Apr 2002 Other 4527616

Based in Woodside

The principal office where Hrj Capital, L.L.C. performs its advisory services is located at 2965 Woodside Road, Woodside, CA 94062, which is also the mailing address of the firm. An additional office of the firm is in Highland Park, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-327-5023 or by fax 650-327-5235. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.hrjcapital.com.


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