Htaa, LLC
● SEC registered since 2014CRD 171391SEC# 801-79752Chicago, IL
Reg. AUM
$177M
Employees
11
Accounts
2
Location
Chicago, IL
Htaa, LLC assets under management
Htaa, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2014. It reports $177 million in regulatory assets under management and employs 11 people.
Htaa, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Joseph Kleinschmidt | Chief Compliance Officer | Under 5% | 2023 |
| Htaa Holdings LLC Control | Parent Company | Over 75% | 2014 |
| Marson Blair Hull Control | Chairman | Over 75% | 2014 |
| Petra Bakosova Control | Chief Executive Officer | Under 5% | 2023 |
| Hull Investments, LLC Control | Parent Company | 50-75% | 2014 |
| Marson Blair Hull Control | Trustee | Over 75% | 1999 |
| Mbh Trust | Trust | 25-50% | 2022 |
Frequently asked questions
How much does Htaa, LLC manage?
Htaa, LLC reports $177 million in regulatory assets under management on its Form ADV.
How many employees does Htaa, LLC have?
Htaa, LLC reports 11 employees.
Where is Htaa, LLC located?
Htaa, LLC is based in Chicago, IL and has been SEC-registered since 2014.
Does Htaa, LLC disclose fund performance?
Htaa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 141 W. Jackson Boulevard, Suite 1650, Chicago, IL 60604 |
| Phone | 312-356-3150 |
| Fax | 312-356-4451 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177M▲ 131%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,306 advisers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$177Mregulatory AUM
Discretionary $177M