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Jose Novel Penabad

HCG FUND MANAGEMENT LP·RALEIGH, North Carolina
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133 FAYETTEVILLE STREET, RALEIGH, NC 27601CRD# 4416650Firm CRD# 281615
01

About

Jose Novel Penabad is a registered financial advisor based in RALEIGH, North Carolina, affiliated with HCG FUND MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
HCG FUND MANAGEMENT LP
HCG FUND MANAGEMENT LP
AUM
$710M
Regulatory assets under management
Employees
27
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4416650
Firm CRD# 281615
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jose Novel Penabad offer?
Jose Novel Penabad specializes in Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Jose Novel Penabad's credentials?
Jose Novel Penabad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Novel Penabad located?
Jose Novel Penabad is based in RALEIGH, North Carolina, working with HCG FUND MANAGEMENT LP. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Jose Novel Penabad charge for services?
Jose Novel Penabad's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HCG FUND MANAGEMENT LP?
HCG FUND MANAGEMENT LP has approximately 27 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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