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HAHN CAPITAL MANAGEMENT, LLC
CRD 108911File 801-32487
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$390.0M
Below cohort median (national)
Discretionary AUM
$131.0M
Non-discretionary $259.0M
Clients
55
69 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 21, 1988
- Principal office
- 1801 OAKLAND BOULEVARD, STE 315, WALNUT CREEK, CA, 94596
- Phone
- 415-394-6512
- Website
- HTTP://WWW.HAHNCAP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.0M
- Discretionary AUM
- $131.0M
- Non-discretionary AUM
- $259.0M
- Discretionary accounts
- 55
- Non-discretionary accounts
- 14
- Total accounts
- 69
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.0M |
| Charitable organizations | Fewer than 5 | $6.0M |
| High net worth individuals | 50 | $118.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 69 | 55 | decreased by14 |
| Apr 1, 2026 | Clients | 80 | 69 | decreased by11 |
| Apr 1, 2026 | AUM | $521,000,000 | $390,000,000 | decreased by$131,000,000 |
| Apr 1, 2026 | Accounts | 80 | 69 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 101 | 80 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,281,000,000 | $521,000,000 | decreased by$760,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 101 | 80 | decreased by21 |
| Mar 1, 2022 | Clients | 111 | 101 | decreased by10 |
| Mar 1, 2022 | AUM | $1,002,000,000 | $1,281,000,000 | increased by$279,000,000 |
| Mar 1, 2022 | Accounts | 111 | 101 | decreased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAHN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAHN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.