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 investment adviser formed in 2015 that focuses on portfolio management for investment companies. The firm serves an institutional client base and operates on a percentage-of-assets fee model. Its registration and stated activities indicate it acts as an investment-manager to pooled vehicles or investment-company structures rather than providing broad retail advisory services. MHI Funds, LLC is not positioned as an ESG investor and does not list pension consulting among its services. The firm is flagged as a related adviser, implying affiliation or shared governance with another investment adviser entity.
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
Similar firms
Miller Howard Investments Inc
RIAKingston, NY
Black Sea Gold Advisors LLC
RIAKingston, NY
BNY Mellon Investment Adviser, Inc.
RIANew York, NY
TPG Angelo Gordon
RIANew York, NY
Donald Smith & Co, Inc.
RIANew York, NY
Schroeder Capital Management, LLC
RIABrooklynn, NY