Himco, LLC

RIASEC RegisteredEst. 2011
Total AUM
$726M
Discretionary
$726M
100% of AUM
Avg account
$26.9M
Accounts
27
Employees
49
Advisory reps
4

Firm details

Headquarters
Morristown, New Jersey
CRD number
157865
Registered since
November 28, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Himco, LLC is an SEC-registered investment adviser that operates as a real estate–focused fund manager. The firm, organized as a limited liability company and registered with the SEC in 2011, serves institutional clients and provides portfolio management for pooled investment vehicles. Himco structures fees as a mix of asset-based charges and performance-linked fees and does not position itself as a capital allocator or pension consultant. It is not labeled as an active ESG investor and is not identified as a multistate adviser. The firm also performs sponsor and general partner roles, acting as a real estate broker/sponsor and managing member for the pooled vehicles it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • James Hanson

    James Hanson

    President, CEOCRD 5995063

  • Carolyn Lange

    Chief Financial OfficerCRD 8065324

  • Beverly Dunphy

    Beverly Dunphy

    Chief Compliance OfficerCRD 2614989

Contacts

1 of 1
  • Mark Rosen

    Mark Rosen

    PrincipalCRD 5995066

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
21 South St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth