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Hawtree Advisory Group
Hawtree Advisory Group, LLC is an SEC-registered investment adviser in Tucson, AZ. It manages approximately $34 million in regulatory assets.
Overview
Hawtree Advisory Group, LLC is an SEC-registered investment adviser in Tucson, AZ. It manages approximately $34 million in regulatory assets. The firm has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Tucson
Corporate office
Raleigh, NC, United States
Principals
James H. Goodnight
Principal
Sector focus
Frequently asked questions
How is Hawtree Advisory Group connected to SAS Institute?
James Goodnight co-founded SAS in 1976 and remains its CEO, making the software company the ongoing engine of wealth managed by Hawtree. SAS is a private, debt-free company generating multi-billion-dollar annual revenues. This connection means Hawtree's capital base is continually refreshed by operating profits rather than a one-time liquidity event, creating a permanent-capital investment structure that isn't dependent on fund cycles.
How does the Goodnight Educational Foundation relate to Hawtree's investment activities?
The Goodnight Educational Foundation is a separate philanthropic entity, not housed within Hawtree. It administers roughly $50 million in merit-based scholarships for North Carolina community college and NCSU students. While legally distinct, the foundation shares the same wealth origin, and its scholarship commitments create a long-term payout schedule that Hawtree's investment returns are designed to support.
What is Hawtree's typical investment stage for technology companies?
The firm favors growth-stage enterprise software and analytics companies with established revenue, reflecting James Goodnight's deep operational knowledge in that space. Seed and early-stage venture is not a core part of the strategy; the concentration is on established platforms where SAS's own market intelligence provides a due-diligence edge.
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