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 SEC-registered investment adviser formed in 2011 that operates as a limited liability company focused on pooled investment vehicles, with a client base skewed toward institutional investors. The firm is classified primarily as a real estate fund manager and lists portfolio management for pooled vehicles as its core advisory activity. Himco uses a fee model that combines a percentage-of-assets basis with performance-driven fees and identifies itself as a domestic entity with individual ownership. The firm does not describe itself as an active ESG investor, multi-state adviser, pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

    James Hanson

    President, CEOCRD 5995063

  • Carolyn Lange

    Chief Financial OfficerCRD 8065324

  • Beverly Dunphy

    Beverly Dunphy

    Chief Compliance OfficerCRD 2614989

Contacts

1 of 1
  • Mark Rosen

    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