MHS CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
163096
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

MHS Capital Management, LLC operates primarily as a manager and sponsor of pooled investment vehicles, with an explicit role as sponsor, general partner and managing member of those vehicles. The firm’s public filings show a focus on venture capital activity: it advises multiple private funds and positions itself as the GP for pooled vehicles rather than as a traditional advisory practice serving retail or separately managed accounts. MHS Capital Management is SEC-registered (since 2012) and is owned by an individual owner, which is consistent with a compact, founder-led private funds platform. There is no indication the firm runs a multi-state retail advisory business or acts as a pension consultant; instead its regulatory and activity profile points to fund management and sponsor responsibilities—capital calls, LP administration and fund governance are likely core operational activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • SUGARMAN MARK

    Founding General PartnerCRD 6049247

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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 MATEO
Address
1300 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth