Hlm Management Co Inc (Boston)

Name: Hlm Management Co Inc
Address: 222 Berkeley Street, 21 St Floor, Boston, MA, 02116
Telephone: 617-266-0030

Hlm Management Co Inc is a large advisory firm based in Boston. It manages $361.97 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2001.

Hlm Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hlm Management: assets under management

The assets under management (AUM) of Hlm Management Co Inc is $361.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $361.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hlm Management Co Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hlm Management Co Inc

Peter J. Grua has been acting as President since 1 Nov 1996. Judith Prior Lawrie joined the executive team most recently as the Retired.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Prior Lawrie	Chairman, board of directors	1 Nov 1996	Other	304159
Peter J. Grua	President	1 Nov 1996	Other	4365090
Arno R. Haberkorn	Treasurer, executive vice president	1 Apr 2000	Other	4365073
James J. Mahoney	Executive vice president	1 Apr 2000	Other	4365086
Ann B. Hutchins	Executive vice president	1 Apr 2000	Other	4365091
Vincent J. Fabiani	Executive vice president	1 Apr 2000	Other	4365094
Edward Louis Cahill	Executive vice president	1 Apr 2000	Other	2267683
James J. Mahoney	Retired	1 Mar 2002	Other	4365086
Judith Prior Lawrie	Retired	1 Mar 2003	Other	304159

Based in Boston

The principal office where Hlm Management Co Inc performs its advisory services is located at 222 Berkeley Street, 21 St Floor, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-266-0030 or by fax 617-266-3619. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at hlmmanagement.com.