HIMCO, LLC

RIASEC RegisteredEst. 2011
Total AUM
$726M
Discretionary
$726M
100% of AUM
Avg account
$26.9M
Accounts
27
Employees
49
Advisory reps
4

Firm details

Headquarters
MORRISTOWN, New Jersey
CRD number
157865
Registered since
November 28, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Himco, LLC is a limited liability company that operates as a real estate-focused investment manager and sponsor. The firm is SEC-registered (since 2011) and serves an institutional client base through portfolio management of pooled investment vehicles. Himco functions as a general partner, managing member and real estate sponsor/broker for its funds rather than acting as a broad capital allocator. Its fee model combines a percentage-of-AUM management fee with performance-based fees, consistent with private fund compensation structures. The firm does not market itself as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • JAMES HANSON

    President, CEOCRD 5995063

  • Carolyn Lange

    Chief Financial OfficerCRD 8065324

  • BEVERLY DUNPHY

    Chief Compliance OfficerCRD 2614989

Contacts

1 of 1
  • MARK ROSEN

    PrincipalCRD 5995066

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

MORRISTOWN, NJ

MORRIS

Location

MORRISTOWN, NJ

Headquartered in MORRISTOWN, NJ, 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
MORRIS
Address
21 South St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth