The HPM GROUP is a privately held investment adviser that advises $251.85Bn in regulatory assets under management held in 5 SEC fund types across 5 investment strategies. HPM GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 347.69% over the last 5-years.
The Group has been registered with the SEC for 29.87 years and is comprised of 5 filing and 0 relying advisers. They operate out of 44 office locations with their Headquarters at 99 PARK AVENUE 16TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 1,859 employees comprised of 1,325 investment and 534 non-investment staff. The total number of Employees increased by 274.04% over the last 5-years.
Their $251.85Bn in assets advised are owned by 46 private funds, 3 public funds and BDCs and 4,072 other accounts. Assets of High Net Worth Individuals clients own $111.65Bn or 44.33% of Total Assets and Pension and Profit Sharing Plans-Private own $60.01Bn or 23.83% of Total Assets.
The Group's top investment strategies include Multi Strat, Fund of Funds and FI/Credit - Diverse, representing 93.8%, 3.72% and 1.58% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 8 Fund Administrators, 10 Fund Auditors, 2 Prime Brokers, 14 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 7 private funds with $103.47mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
HPM GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.