HMI Capital Management, L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 160850
- Registered since
- March 30, 2012
- Website
- www.hmicapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HMI Capital Management, L.P. is organized as a limited partnership and operates as a hedge fund manager that also plays the role of a capital allocator. The firm is SEC-registered (since 2012) and serves institutional clients. Its business model centers on operating pooled investment vehicles: it acts as a sponsor/GP and managing member and provides portfolio management for those vehicles. HMI charges a combination of asset-based and performance fees and carries business registrations consistent with CPO/CTA activities. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Jonathan Wu
Partner, CFOCRD 5144712
Contacts
3 of 4
Marco Hellman
Founder & Managing PartnerCRD 4367230

Lusine Moshkounian
Partner, CCOCRD 3023317

Radhakrishnan Mahendran
PartnerCRD 5685025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 555 California St
- Time zone
- PT (UTC-8)
- Office locations
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