Data / Investment advisers / New Mexico / Hanseatic Management Services Inc
Hanseatic Management Services Inc, Albuquerque, NM: $174 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hanseatic Management Services Inc is an SEC registered investment adviser with its main office in Albuquerque, New Mexico and reports $174 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107110
- SEC file number
- 801-49508
- SEC status
- Approved, effective June 27, 1995
- Main office
- 5600 Wyoming Ne Suite 220, Albuquerque, NM 87109
- Phone
- (505) 828-2824
- Regulatory AUM
- $174,000,000 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $135,000,000
- Non discretionary AUM
- $39,000,000
- Accounts
- 200
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $69 million |
| High net worth individuals | 76 | $61 million |
| Individuals (other than high net worth individuals) | 140 | $41 million |
| Pension and profit sharing plans | Fewer than 5 | $2 million |
| Corporations or other businesses | Fewer than 5 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $174 million | March 12, 2026 |
| December 1, 2025 | $134 million | March 31, 2025 |
Other advisers in Albuquerque
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| DXD Capital | Albuquerque | $353.4 million | 21 | adviserinfo.sec.gov |
| Titan Fund Management, LLC | Albuquerque | $250.7 million | 4 | adviserinfo.sec.gov |
| Madrid Wealth Management | Albuquerque | $212.1 million | Not listed | adviserinfo.sec.gov |
| Sandia Wealth Management, LLC | Albuquerque | $193.5 million | Not listed | adviserinfo.sec.gov |
| Cross State Financial Group LLC | Albuquerque | $188.3 million | Not listed | adviserinfo.sec.gov |
| Waterrock Wealth Management | Albuquerque | $153.7 million | Not listed | adviserinfo.sec.gov |
| Steve Lynch Wealth Management | Albuquerque | $153.4 million | Not listed | adviserinfo.sec.gov |
| Oakmont Advisory Group, LLC | Albuquerque | $149.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albuquerque, NM
- Investment advisers in New Mexico
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Hanseatic Management Services Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.