Hico Management

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
328878

Firm profile

FINTRX

Overview

Hico Management operates as a limited liability company that, according to available records, functions more as a sponsor and manager of pooled investment vehicles than as a traditional retail advisory firm. The firm is identified as having both a domestic entity and individual ownership structure and is aligned with roles such as other investment adviser and sponsor, general partner, and managing member of pooled vehicles. Regulatory details are sparse: the SEC registration year is not recorded in the dataset, the adviser is not flagged as multi-state, and it is not listed as a capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Samuel Kim

    Managing PartnerCRD 7827341

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
459 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth