HS MANAGEMENT PARTNERS, LLC
Adviser information for HS MANAGEMENT PARTNERS, LLC last updated from Form ADV on March 20th, 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 | Delaware, United States |
Employees
Total Number of Employees | 18 |
---|---|
Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 264 | $2.4B |
Non-Discretionary | 0 | $0 |
Total | 264 | $2.4B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 13 | $11.8M |
HNW Individuals | 95 | $309.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $208.3M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 24 | $266.1M |
Pension and profit sharing plans | 16 | $245.3M |
Charitable organizations | 96 | $1.2B |
State or municipal gov entities | <5 | $13.9M |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $3.2M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 18 | $75.5M |
Other | <5 | $3.9M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 3 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
640 FIFTH AVENUE18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 212-888-0060, Fax: 212-888-0066
Chief Compliance Officer
DOUGLAS KAMIN
640 FIFTH AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel:
646-883-6500
Fax:
212-888-0066
D************@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
HSMP 001 | FAMILY OFFICE | $25.3M | $0.0M | 0 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SEGALAS, HARRY, WILLIAM | Individual | – | MANAGING MEMBER (PARTNER & CHIEF INVESTMENT OFFICER) | 06/2007 | 25-50% |
ALTMAN, DAVID, ALLAN | Individual | – | MEMBER (PARTNER & DIRECTOR OF RESEARCH) | 10/2007 | 25-50% |
NEJMEH, GREGORY, ABRAHAM | Individual | – | MEMBER (PARTNER, PRESIDENT & INVESTMENT STRATEGIST) | 10/2007 | 10-25% |
COLEMAN, SANDRA, (NMN) | Individual | – | DIRECTOR OF FINANCE & CHIEF ADMINISTRATIVE OFFICER | 01/2024 | < 5% |
KAMIN, DOUGLAS, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
NORTON, PATTI, LYNN | Individual | – | DIRECTOR OF CLIENT SERVICE | 01/2024 | < 5% |
DREIFUS, MARK, EVAN | Individual | – | DIRECTOR OF OPERATIONS | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AIRBNB | COM CL A | 16M | 104K | – |
ALPHABET INC | CAP STK CL C | 126M | 687K | – |
BEST BUY INC | COM | 71M | 840K | – |
BOOKING HOLDINGS INC | COM | 106M | 27K | – |
SCHWAB CHARLES CORP | COM | 94M | 1M | – |
COCA-COLA CO | COM | 121M | 2M | – |
DICKS SPORTING GOODS INC | COM | 107M | 497K | – |
DISNEY WALT CO | COM | 104M | 1M | – |
LULULEMON ATHLETICA INC | COM | 99M | 330K | – |
MATTEL INC COM | COM | 37M | 2M | – |
MCDONALDS CORP | COM | 80M | 314K | – |
META PLATFORMS INC | CL A | 108M | 214K | – |
MICROSOFT CORP | COM | 105M | 236K | – |
NIKE INC | CL B | 55M | 725K | – |
PAYPAL HLDGS INC | COM | 120M | 2M | – |
PEPSICO INC | COM | 99M | 599K | – |
PROCTER AND GAMBLE CO | COM | 39M | 238K | – |
RALPH LAUREN CORP | CL A | 54M | 311K | – |
SCHLUMBERGER LTD | COM | 97M | 2M | – |
STARBUCKS CORP | COM | 83M | 1M | – |
VISA INC | COM CL A | 38M | 145K | – |
WILLIAMS SONOMA INC | COM | 51M | 182K | – |