MHI Funds, LLC
Firm details
- Headquarters
- Kingston, New York
- CRD number
- 282270
- Registered since
- December 15, 2015
- Website
- www.mhinvest.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
MHI Funds, LLC is an SEC-registered limited liability company that began registering as an investment adviser in 2015. It operates as an institutional RIA and concentrates on portfolio management for investment companies. The firm charges fees as a percentage of assets under management and serves institutional clients rather than individual retail households. It is not structured as a capital allocator and does not position itself as an active ESG investor. The adviser is identified as a related adviser and is affiliated with other investment-adviser entities.
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
Owners & executives
1 of 1
Brian Helhoski
Chief Financial OfficerCRD 7046704
Contacts
1 of 1
Charles Atkins
Registered RepresentativeCRD 5234593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kingston, NY
Ulster
Location
Kingston, NY
Headquartered in Kingston, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Ulster
- Address
- 45 Pine Grove Ave
- Time zone
- ET (UTC-5)
- Office locations
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