HMI Capital Management, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$717M
Accounts
3
Employees
16
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
160850
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Wu

    Jonathan Wu

    Partner, CFOCRD 5144712

Contacts

3 of 4
  • Marco Hellman

    Marco Hellman

    Founder & Managing PartnerCRD 4367230

  • Lusine Moshkounian

    Lusine Moshkounian

    Partner, CCOCRD 3023317

  • Radhakrishnan Mahendran

    Radhakrishnan Mahendran

    PartnerCRD 5685025

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth