Hurley Capital, LLC
Hurley Capital, LLC is a privately owned SEC Registered Investment Advisory Firm headquartered in New York, NY. Founded in 2004, the firm manages assets and provides discretionary investment management services primarily to individuals and their trusts, with some support for charitable organizations. As of 2025, it employs 3 staff members. Hurley Capital also offers financial planning and consulting services tailored to client needs.
Investment Strategy
Hurley Capital delivers discretionary investment management by aligning investment portfolios with each client’s objectives. Portfolio management is ongoing and performance is actively monitored to ensure alignment. Their investment solutions span asset allocation, conservative stock-focused models, and value-oriented balanced models. The firm emphasizes a tailored approach—incorporating both general financial planning and customized investment strategies, with an orientation toward prudent risk management and long-term growth.
Top Holdings
Equity Positions (448)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 7.26% | $10.4M | 58,574 | $170.05 | $176.74 | +$1.1M |
V VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 6.66% | $9.5M | 86,945 | $103.07 | $109.20 | +$1.7M |
V VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 5.42% | $7.7M | 129,331 | $58.05 | $59.81 | +$274.9K |
E EPD | ENTERPRISE PRODS PART LP | 4.59% | $6.5M | 210,979 | $31.39 | $31.01 | +$2.2M |
I IBHE | ISHARES TR IBONDS 25 TRM HG | 4.35% | $6.2M | 266,508 | $23.20 | $23.26 | +$198.1K |