Investment adviser · CRD 107110
HANSEATIC MANAGEMENT SERVICES INC
Investment adviser filing (IA)
ALBUQUERQUE, NM, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $174M Form ADV · Item 5.F
- Client accounts
- 200 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 investment advisers | Fewer than 5 | $69,000,000 | 39.7% |
| High-net-worth individuals | 76 | $61,000,000 | 35.1% |
| Individuals | 140 | $41,000,000 | 23.6% |
| Retirement plans | Fewer than 5 | $2,000,000 | 1.1% |
| Corporations & businesses | Fewer than 5 | $1,000,000 | 0.6% |
Filing source
Form ADV 2070141 · Mar 12, 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 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5600 WYOMING NE, SUITE 220ALBUQUERQUE, NM, 87109, United States
CRD 107110
Filing source
Form ADV 2070141 · Mar 12, 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.