Hackett Group, LLC has recently filed an MA-A form with the SEC, indicating significant changes in its management and operations. This filing is crucial as it reflects the company's ongoing commitment to transparency and compliance in the municipal advisory sector.
Hackett Group, LLC, incorporated in Louisiana, operates in the municipal advisory space. The firm specializes in providing advisory services to municipal entities and non-profit organizations, focusing on investment strategies and financial planning. With a fiscal year ending on December 31, the company has been active in filing various forms with the SEC, including the recent MA-A on October 21, 2026, and another on October 9, 2026.
The recent filing states that there have been changes within the firm, specifically noting the involvement of Toni Hackett Antrum, who serves as the Owner and Managing Director. The filing confirms that the company is actively engaged in municipal advisory activities, serving clients such as public pension funds and local government investment pools.
According to the filing, Hackett Group has clients that include municipal entities and non-profit organizations, emphasizing its role in advising on investments and financial strategies. The firm operates with a small team, having just one employee engaged in municipal advisory activities.
What's notable is that Hackett Group has indicated it has annual receipts of less than $7 million, which places it in a unique position within the advisory landscape. This status may affect how the firm navigates compliance and regulatory requirements compared to larger competitors in the municipal advisory sector.
The filing does not specify what actions will follow these changes, leaving stakeholders to anticipate further updates from the company. As Hackett Group continues to adapt to the evolving landscape of municipal advisory services, its competitors may be watching closely to see how these changes impact its operations and client relationships.