General: Hunter Perkins Capital Management, LLC, d/b/a
Hunter Capital Management (“HCM,” “we” or “us”) was
formed in April 2020 and is registered with the SEC as an
investment adviser under the Investment Advisers Act of
1940 (“Advisers Act”). HCM is principally owned by Mr.
Alec Perkins and the Perkins Malo Hunter Foundation.
Separate Accounts: We, as an investment adviser,
sponsor a single wrap fee program, the Hunter Capital
Management Wrap Fee Program (the “Program”). The
Program is described in a separate Wrap Fee Program
Brochure (“Wrap Brochure”) that we will provide upon
request. We also provide limited advisory services to
certain accounts (“Advisory Accounts”) described below.
Our services to Advisory Accounts is limited to providing
investment advice on a non-discretionary basis and
coordinating client directives with Charles Schwab & Co.,
Inc. (“Schwab”), the custodian for the Advisory Accounts.
The extent of our services can be tailored to a client’s
needs. Clients enter into an agreement with us (the “HCM
Agreement”), under which we provide them with advisory
services. Clients also enter into an agreement with Schwab
(the “Schwab Agreement”), under which Schwab provides
clients with custodial services and executes transactions as
directed by the client.
Private Funds: Among other services explained in this
Advisory Services Brochure, we may from time to time
develop, offer and manage privately-offered investment
funds (“Private Funds”) that have varying investment
objectives and strategies, and those strategies may differ
considerably from those we recommend under the
Program. Each Private Fund’s objectives, fees, risks and
conflicts of interest are discussed in the fund’s offering
memorandum (“Memorandum”), and its terms set by its
governing documents (such as a limited
partnership
agreement or operating agreement, the “Governing
Documents,” together with the Memorandum, the
“Offering Documents”). A given Private Fund may invest
in a broad range of securities or may pursue other
strategies. One Private Fund (the “Subadvised Fund”)
employs a subadviser (“Subadviser”) to manage a portion
of its assets in commodity interests. As may be provided in
a given Private Fund’s Offering Documents, we may provide
discretionary or more limited advice to a Private Fund.
Private Funds are expected to be only suitable for investors
with no or a limited need for liquidity in their investment, for
whom an investment in the Private Fund does not constitute
a complete investment program, and for those who fully
understand the Private Fund’s risks, fees and conflicts of
interest.
Because Private Fund investments are often illiquid or
conditionally liquid, and involve additional degrees of risk,
they will only be recommended to accredited investors
when the recommendation and implementation are
consistent with the client’s stated investment objectives,
tolerance for risk, liquidity and suitability.
Registered Fund: We also offer investment advisory
services to a registered investment company (the “Mutual
Fund”). The Mutual Fund is managed in accordance with its
investment guidelines and restrictions and is not tailored to
the individual needs of any particular investor.
Assets Under Management / Advisement: As of
December 31, 2023, we had $644,729,541 in assets under
discretionary management, and $245,474,162 in assets
advised on a non-discretionary basis.
Privacy Notice: Protection of your privacy is important to
us. We want you to understand what information we collect
and how we use it. Please see our privacy notice attached
to this Advisory Services Brochure.