HLM MANAGEMENT CO., LLC

RIASEC RegisteredEst. 2021
Total AUM
$411M
Discretionary
$411M
100% of AUM
Avg account
$58.8M
Accounts
7
Employees
14
Advisory reps
5

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
162337
Registered since
October 21, 2021
Website
hlmvp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HLM Management Co, LLC operates as a venture-capital-focused adviser that manages pooled investment vehicles for institutional investors. The firm serves as sponsor and general partner for its funds, taking an active manager role in sourcing, underwriting and overseeing private-company investments and private placements. HLM charges both asset-based fees and performance-based fees, which aligns its economics with long-term value creation in portfolio companies. The firm is not positioned as an ESG-focused investor and maintains a single-state registration profile. HLM was SEC-registered in 2021 and is organized as a limited liability company with individual ownership. Its client base is institutional, and its advisory activity is centered on portfolio management for pooled vehicles rather than single-family office or retail accounts.

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

1 of 1
  • Michael Wong

    Chief Financial Officer & Chief Compliance OfficerCRD 7441377

Contacts

3 of 4
  • EDWARD CAHILL

    PartnerCRD 2267683

  • MICHAEL LUDWIG

    Managing DirectorCRD 6097886

  • ENRICO PICOZZA

    PartnerCRD 8241279

Unlock 1 more contacts

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

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
800 South St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth