MH Investment Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 108961
- Registered since
- October 5, 1998
- Website
- www.mhsal.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
MH Investment Management Inc is a small, SEC‑registered advisory firm that specializes in portfolio management for investment companies. The firm is organized as a corporation, is owned by an individual, and has operated in the advisor registry since 1998. Its stated client base is institutional and its fee model is a percentage of assets under management. MH Investment Management Inc is not identified as an active ESG investor, is not a multi‑state adviser, and does not present itself as a pension consultant or capital allocator. The firm’s activity appears narrowly focused: discretionary portfolio management for at least one investment‑company client. Classification is listed as unclassified, which, together with the very concentrated client profile, suggests MH Investment Management Inc provides a bespoke, institutionally oriented management mandate rather than broad retail advice or multi‑client retail programs.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jeff Holcombe
Vice PresidentCRD 4375867
Harvey Merson
PresidentCRD 1049707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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