HM International L.L.C.

RIASEC RegisteredEst. 2022
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$227M
Accounts
5
Employees
8
Advisory reps
4

Firm details

Headquarters
Austin, Texas
CRD number
321885
Registered since
July 29, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HM International L.L.C. is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles, operating primarily for institutional clients. The firm is classified as an "Other Fund Provider" and was registered with the SEC in 2022. Ownership is listed as a combination of a domestic entity and an individual, and the firm charges fees based on a percentage of assets under management. HM International is not positioned as a broad capital allocator; instead, it sponsors and serves as general partner/managing member of pooled vehicles it manages. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Mark Ghobrial

    Mark Ghobrial

    Chief Investment OfficerCRD 5970794

  • Tamara Rains

    Chief Compliance OfficerCRD 7558330

Contacts

2 of 2
  • Anne Smalling

    Anne Smalling

    President and Managing PartnerCRD 7558316

  • Richard Hojel

    Richard Hojel

    Managing PartnerCRD 7558326

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
1608 W 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth