HAGER INVESTMENT MANAGEMENT SERVICES, LLC

← Back to list

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

UUIDf36f9e10-b1d8-5783-8fbd-b6abd1696824

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	117097	117097	—	1.0
sec_file_number	801-123558	801-123558	—	—

Profile

WebsiteHTTP://WWW.HAGERINVESTMENTS.COM

HQ CityNEW LONDON

HQ StateNH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)189,406,085.0
RAUM (discretionary)183,072,985.0
Actionable assets147,668,543.0
Accounts386.0

Institutional Clients

Government AUM0.0
Pension AUM—
Charitable AUM9,311,668.0
HNW AUM138,356,875.0

As of 2025-07-17 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HAGER, ANDREW, WEBSTER	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018027", "owner_id": "2825316", "source": "adv_part1", "table": "Schedule_A_B"}
HAGER, PETER, EDWARD	PARTNER	OFFICER	—	{"filing_id": "2018027", "owner_id": "1906783", "source": "adv_part1", "table": "Schedule_A_B"}
BRIGHAM, ROBIN, CLIFTON	FINANCIAL PLANNER	EMPLOYEE	—	{"filing_id": "2018027", "owner_id": "1712747", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HAGER, ANDREW, WEBSTER

MANAGING PARTNER/CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2018027", "owner_id": "2825316", "source": "adv_part1", "table": "Schedule_A_B"}

HAGER, PETER, EDWARD

PARTNER

OFFICER

—

{"filing_id": "2018027", "owner_id": "1906783", "source": "adv_part1", "table": "Schedule_A_B"}

BRIGHAM, ROBIN, CLIFTON

FINANCIAL PLANNER

EMPLOYEE

—

{"filing_id": "2018027", "owner_id": "1712747", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/24/2025 10:39:49 PM",
  "filing_id": "2018027",
  "reg_type": "IA"
}
```

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1