HLM MANAGEMENT CO., LLC
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 162337
- Registered since
- October 21, 2021
- Website
- hlmvp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HLM Management Co, LLC operates as a venture-capital-focused adviser that manages pooled investment vehicles for institutional investors. The firm serves as sponsor and general partner for its funds, taking an active manager role in sourcing, underwriting and overseeing private-company investments and private placements. HLM charges both asset-based fees and performance-based fees, which aligns its economics with long-term value creation in portfolio companies. The firm is not positioned as an ESG-focused investor and maintains a single-state registration profile. HLM was SEC-registered in 2021 and is organized as a limited liability company with individual ownership. Its client base is institutional, and its advisory activity is centered on portfolio management for pooled vehicles rather than single-family office or retail accounts.
Assets & Accounts
Investments & Alternatives
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 1Michael Wong
Chief Financial Officer & Chief Compliance OfficerCRD 7441377
Contacts
3 of 4EDWARD CAHILL
PartnerCRD 2267683
MICHAEL LUDWIG
Managing DirectorCRD 6097886
ENRICO PICOZZA
PartnerCRD 8241279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 800 South St
- Time zone
- ET (UTC-5)
- Office locations
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