RIA Intel›Advisers›Nevada›HATHERLEY CAPITAL MANAGEMENT, LLC

HATHERLEY CAPITAL MANAGEMENT, LLC

Advisory

NV

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$202K

across 192 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, NV, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

72 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

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STERLING WEALTH MANAGEMENT LLC

$37M

NEST EGG FINANCIAL ADVISORS, LLC

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