HMI Capital Management, L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 160850
- Registered since
- March 30, 2012
- Website
- www.hmicapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HMI Capital Management, L.P. is a limited partnership operating as a hedge fund and registered with the SEC since 2012. The firm serves institutional clients and functions as a capital allocator: it sponsors and acts as GP/managing member of pooled investment vehicles and provides portfolio management for those vehicles. HMI also operates in CPO/CTA capacities. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jonathan Wu
Partner, CFOCRD 5144712
Contacts
3 of 4Avery Schwartz
PartnerCRD 8030807

Marco Hellman
Founder & Managing PartnerCRD 4367230

Lusine Moshkounian
Partner, CCOCRD 3023317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 555 California St
- Time zone
- PT (UTC-8)
- Office locations
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