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 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
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 1JONATHAN 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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