Investment adviser · CRD 108911
HAHN CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $390M Form ADV · Item 5.F
- Client accounts
- 69 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 14 | $259,000,000 | 66.4% |
| High-net-worth individuals | 50 | $118,000,000 | 30.3% |
| Corporations & businesses | Fewer than 5 | $7,000,000 | 1.8% |
| Charities | Fewer than 5 | $6,000,000 | 1.5% |
Filing source
Form ADV 2068118 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1801 OAKLAND BOULEVARD, STE 315WALNUT CREEK, CA, 94596, United States
CRD 108911
Filing source
Form ADV 2068118 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.