Investment adviser · CRD 30177
HUNTER ASSOCIATES LLC
Investment adviser filing (IA)
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
PITTSBURGH, PA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $1.34B Form ADV · Item 5.F
- Client accounts
- 2,624 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 14 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 |
|---|---|---|---|
| High-net-worth individuals | 263 | $971,646,380 | 72.6% |
| Individuals | 930 | $247,170,751 | 18.5% |
| Charities | 26 | $75,364,914 | 5.6% |
| Corporations & businesses | 15 | $42,616,804 | 3.2% |
| Retirement plans | 6 | $2,206,248 | 0.2% |
Filing source
Form ADV 2123131 · Jul 30, 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 fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HUNTER PRIVATE CAPITAL - PULMAIR, LLCPrivate Equity Fund · Last reported Mar 31, 2025$10.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO., LLC
PCAOB 3578
Fund details & source
- Fund ID
- 805-7123549602
- Reported beneficial owners
- 24
- Minimum commitment
- $50K
- Form D file number
- 021-352468
Form ADV 1974148 · Mar 31, 2025 · 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: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
436 SEVENTH AVENUE, KOPPERS BUILDING, 27TH FLOORPITTSBURGH, PA, 15219-1818, United States
CRD 30177
Filing source
Form ADV 2123131 · Jul 30, 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.