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

Identifiers

SEC RIA File Number 801-68501
SEC ERA File Number 801-68501
SEC CIK Numbers 1455253
SEC CRD Numbers 145480
Legal Entity Identifier 254900FAB9OXTEVXAE77

Principal Office

640 FIFTH AVENUE
18TH 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
(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

2010020202021202220232024202516 on 3/27/202016 on 6/29/202016 on 3/31/202118 on 3/31/202218 on 11/30/202218 on 12/8/202219 on 3/16/202319 on 3/31/202319 on 12/18/202318 on 3/20/2024

RAUM, Historic

4B2B02020202120222023202420253565728766 on 3/27/20203565728766 on 6/29/20203491211787 on 3/31/20213926835549 on 3/31/20223926835549 on 11/30/20223926835549 on 12/8/20222427492006 on 3/16/20232427492006 on 3/31/20232427492006 on 12/18/20232367827228 on 3/20/2024

No. Clients, Historic

4002000202020212022202320242025295 on 3/27/2020295 on 6/29/2020309 on 3/31/2021305 on 3/31/2022305 on 11/30/2022305 on 12/8/2022285 on 3/16/2023285 on 3/31/2023285 on 12/18/2023263 on 3/20/2024

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