M PREMIER PARTNERS
HMM GROUP LLC Legal Name
Adviser information for M PREMIER PARTNERS last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 600 | $219.1M |
| Non-Discretionary | 0 | $0 |
| Total | 600 | $219.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 164 | $47.5M |
| HNW Individuals | 88 | $171.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-110827 |
|---|---|
| SEC ERA File Number | 801-110827 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289044 |
| Legal Entity Identifier | None |
Principal Office
74-900 HIGHWAY 111SUITE 112
INDIAN WELLS
CA
United States
Monday - Friday, 8AM - 5PM
Tel: 442-274-5300, Fax: None
Websites
Chief Compliance Officer
MICHAEL MCCONNELL
PARTNER & SENIOR FINANCIAL ADVISOR
5245 HONOIKI ROAD
PRINCEVILLE
HI
United States
Tel:
442-274-5302
M***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAYEK, MARK, LEE | Individual | – | MANAGING MEMBER | 07/2017 | 50-75% |
| MCCONNELL, MICHAEL, JOHN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 07/2017 | 50-75% |