HCM Institutional Equity
HCM Institutional Equity is a hedge fund organized in South Dakota, United States and advised by Howard Capital Management, Inc. Its adviser reported $897 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 3 beneficial owners. The minimum investment it accepts is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. It invests in other private funds (a fund of funds).
- Gross assets
- $897As reported on Form ADV
- Beneficial owners
- 3
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Hedge fund
- Domicile
- South Dakota, United States
- Administrator
- Alta Trust Company
- Custodian
- Fidelity Brokerage Services LLC
- Adviser
- Howard Capital Management, Inc. · Roswell, GA · CRD 118070
- Reported on
- Mar 28, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about HCM Institutional Equity
What is the minimum investment for HCM Institutional Equity?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment HCM Institutional Equity accepts is $1,000,000.
Who can invest in HCM Institutional Equity?
HCM Institutional Equity is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is HCM Institutional Equity?
Its adviser reported $897 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages HCM Institutional Equity?
HCM Institutional Equity is advised by Howard Capital Management, Inc., based in Roswell, GA.
Who are HCM Institutional Equity's service providers?
Its Form ADV lists Alta Trust Company as administrator.