GH
CFA
GH
CFA

Gregory James Hahn

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
517 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K
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Location

10201 N Illinois Street, Suite 450, Carmel, IN, 46290

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory is a partner at Chatham Venture Partners, LLC and Chatham Capital Partners, LLC, assisting with investment analysis on private companies, dedicating minimal time to each. He is also the CEO of 1505 Capital LLC, Interim-President at American Life & Security Corp., and Managing Director and COO at Antarctica Capital Management LLC.

Employment History
Current Registrations
Winthrop Capital Management
October 2007 - Present · 18 yrs 4 mos
Previous Registrations
Oppenheimer Asset Management
January 2007 - June 2007 · 5 mos
Fahnestock Asset Management
July 2005 - June 2007 · 1 yr 11 mos
40/86 Advisors, INC.
January 1999 - July 2005 · 6 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Gregory James Hahn - Financial Advisor | TrueAdvisor