HM CAPITAL MANAGEMENT Overview
Hm Capital Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/22. The fund's latest filing disclosed 167MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/22. The fund's latest filing disclosed 167MM in positions, representing 11% of the manager's regulatory AUM.
HM CAPITAL MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HM CAPITAL MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
HM CAPITAL MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Maribeth R. Snodgrass | Executive Vice President | January-2009 |
| Karen M. Gloriod | Executive Vice President | January-2009 |
| Karen M. Gloriod | Chief Compliance Officer | July-2011 |
HM CAPITAL MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
HM CAPITAL MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
which we manage, and range from 1.50% (150 basis points) to
1.00% (100 basis points). Other than as described below respecting Palm, we do not receive any performance fees or
allocations for Fund asset management services, but may determine to do so.
Other Fees
The fees described above are separate and distinct from the fees and expenses incurred by clients as shareholders of mutual funds and exchange-traded funds (“ETFs”). In the case of mutual funds, these fees and expenses are described in each fund’s prospectus and generally include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client may pay an initial or deferred sales charge. Accordingly, the client should review the fees charged...
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which we manage, and range from 1.50% (150 basis points) to
1.00% (100 basis points). Other than as described below respecting Palm, we do not receive any performance fees or
allocations for Fund asset management services, but may determine to do so.
Other Fees
The fees described above are separate and distinct from the fees and expenses incurred by clients as shareholders of mutual funds and exchange-traded funds (“ETFs”). In the case of mutual funds, these fees and expenses are described in each fund’s prospectus and generally include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client may pay an initial or deferred sales charge. Accordingly, the client should review the fees charged...
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HM CAPITAL MANAGEMENT Portfolio Concentration
HM CAPITAL MANAGEMENT Location
8235 FORSYTH BLVD
SUITE 540
CLAYTON, Missouri
UNITED STATES, 63105
SUITE 540
CLAYTON, Missouri
UNITED STATES, 63105
HM CAPITAL MANAGEMENT Contact Information
Phone Number: 314-746-1700
Fax Number: 314-889-3737
Website: http://www.hmcapitalmanagement.com/
Fax Number: 314-889-3737
Website: http://www.hmcapitalmanagement.com/
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