Investment adviser · CRD 170037

HAYDEN ROYAL

Investment adviser filing (IA)

HAYDEN ROYAL, LLC

CHARLOTTE, NC, United States · Form ADV filed Aug 30, 2021

Regulatory AUM: $597M
Client accounts: 3,248
Employees: 21
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	1,363	$298,047,676	50.0%
High-net-worth individuals	523	$286,056,707	47.9%
Retirement plans	14	$8,269,853	1.4%
Corporations & businesses	19	$4,197,196	0.7%
Charities	Fewer than 5	$31,289	0.0%

Filing source

Form ADV 1562916 · Aug 30, 2021 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EVERGLADES GLOBAL OPPORTUNITIES FUND LPHedge Fund · Last reported Jun 5, 2018$5.06MGross asset value

Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KAUFMAN ROSSIN & CO. P.A. MIAMI, Florida, United States

Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KAUFMAN ROSSIN & CO. P.A.
PCAOB 3987

INTERACTIVE BROKERS CORP.
SEC 8-53615

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source

Fund ID: 805-8831374826
Reported beneficial owners: 17
Minimum commitment: $250K
Form D file number: 021-1696674

Form ADV 1222481 · Jun 5, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 30, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Commissions

Principal office

2813 COLTSGATE RD., SUITE 200
CHARLOTTE, NC, 28211, United States

CRD 170037

Filing source

Form ADV 1562916 · Aug 30, 2021 · 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.