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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 5
Registration SEC, Approved, 10/21/2021
Other registrations (3)
Former registrations

HLM MANAGEMENT CO., LLC

AUM* 436,734,194 7.73%
of that, discretionary 436,734,194 7.73%
Private Fund GAV* 436,734,194 6.63%
Avg Account Size 109,183,549 34.67%
SMA’s No
Private Funds 4 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
507M 435M 362M 290M 217M 145M 72M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count4 GAV$436,734,194

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Brochure Summary