HELLMAN JORDAN MANAGEMENT CO INC

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Adviser Profile
As of Date 02/21/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 4
Registration SEC, Approved, 09/13/1978
AUM* 95,097,000 5.46%
of that, discretionary 95,097,000 5.46%
Private Fund GAV* 0 -100.00%
Avg Account Size 5,593,941 -0.75%
% High Net Worth 70.59% 2.67%
SMA’s Yes
Private Funds 0 1
Contact Info (61 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
642M 551M 459M 367M 275M 184M 92M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

Hellman, Jordan, founded in 1978, specializes in equity asset management for two primary families and employee accounts with assets under management on February
20, 2023 of $90,176,000. Hellman, Jordan is wholly owned by Jordan Capital Management, Inc. a holding company beneficially owned by Gerald Reid Jordan.