HMI Capital Management, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$717M
Accounts
3
Employees
16
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
160850
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HMI Capital Management, L.P. is a limited partnership operating as a hedge fund and registered with the SEC since 2012. The firm targets institutional clients and serves as a capital allocator, both running proprietary pooled vehicles and directing external capital. It reports business activity as a CPO/CTA and provides portfolio management for pooled investment vehicles; it also sponsors and acts as general partner or managing member of sponsored funds. Fees combine a percentage-of-assets approach with performance-based charges. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • JONATHAN WU

    Partner, CFOCRD 5144712

Contacts

3 of 4
  • AVERY SCHWARTZ

    PartnerCRD 8030807

  • MARCO HELLMAN

    Founder & Managing PartnerCRD 4367230

  • LUSINE MOSHKOUNIAN

    Partner, CCOCRD 3023317

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth