Hci Investment Management, LLC (Dallas)

Hci Investment Management, LLC is a large advisory firm based in Dallas. It manages $928.85 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Hci Investment Management provides 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.

Hci Investment Management: assets under management

The assets under management (AUM) of Hci Investment Management, LLC is $928.85 million. The firm's AUM has grown by 313% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $190.9 million in discretionary accounts and $737.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $245.98 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hci Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hci Investment Management, LLC

Patricia L. Gibson has been acting as President since 1 Jan 2012. Thomas E Meurer joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patricia L. Gibson	President	1 Jan 2012	Other	6027208
Mark Mcclanahan	Chief financial officer	1 Jan 2012	Other	6027209
Geoffrey D. Osborn	Senior vice president and general counsel	1 Jan 2012	Other	6027212
Elizabeth Smith	Senior vice president	1 Jan 2012	Other	6027217
Nathan J. Christensen	Chief compliance officer and secretary	1 Jan 2012	Other	6027220
L.L.C. Hunt Consolidated Investments	Member	1 Jan 2012	75% - 100%	75-1727234
Steve H. Reynolds	Vice president and director of acquisitions	1 Feb 2012	Other	6028336

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rrh Corporation	Shareholder	1 Apr 1981	75% - 100%	75-1535182
Loyal Trust No. 1	Shareholder	1 Dec 1988	25% - 50%	75-6214781
R. Gerald Turner	Trustee	1 May 2010	Other	6028132
Inc. Hunt Consolidated	Member	1 Oct 2010	75% - 100%	75-1727234
Thomas E Meurer	Trustee	1 Aug 2015	Other	5077282

Based in Dallas

The principal office where Hci Investment Management, LLC performs its advisory services is located at 1900 North Akard Street, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (214) 978-8000 or by fax (214) 978-8888. The normal business hours are 8:30am-5:30pm on Monday - Friday.