Investment adviser · CRD 307956

HUB INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Sep 14, 2026

Regulatory AUM: $11.9B
Client accounts: 15,595
Employees: 172
Advisory professionals: 103

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
High-net-worth individuals	1,002	$5,429,896,842	45.7%
Government entities	482	$3,194,213,209	26.9%
Individuals	4,444	$1,763,710,143	14.8%
Retirement plans	127	$1,205,094,236	10.1%
Corporations & businesses	55	$126,593,369	1.1%
Charities	11	$111,297,037	0.9%
Banks & thrifts	Fewer than 5	$33,431,804	0.3%
Other clients	Fewer than 5	$13,662,192	0.1%
Investment companies	1	$628,021	0.0%

Filing source

Form ADV 2131997 · Sep 14, 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

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.

1845 REAL ESTATE HOLDINGS, LLCReal Estate Fund · Last reported Mar 2, 2022$2.26MGross asset value

Fund administrator TCG ADMINISTRATORS AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor FRAZIER & DEETER ATLANTA, Georgia, United States

Custodian CULLEN/FROST BANKERS, INC. AUSTIN, Texas, United States Related to adviser: No

Provider details

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

FRAZIER & DEETER
PCAOB 215

Fund details & source

Fund ID: 805-4990315234
Reported beneficial owners: 14
Minimum commitment: $35K

Form ADV 1612874 · Mar 2, 2022 · 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: Sep 14, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

900 S. CAPITAL OF TX HIGHWAY, SUITE 350
AUSTIN, TX, 78746, United States

CRD 307956

Filing source

Form ADV 2131997 · Sep 14, 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.