HCI EQUITY MANAGEMENT, L.P.
Adviser information for HCI EQUITY MANAGEMENT, L.P. last updated from Form ADV on March 26th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 5 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $1.2B |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72052 |
|---|---|
| SEC ERA File Number | 801-72052 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155834 |
| Legal Entity Identifier | None |
Principal Office
1730 PENNSYLVANIA AVE, NWSUITE 525
WASHINGTON
DC
United States
Monday - Friday, 8:30 A.M.-5:30 P.M.
Tel: 202-371-0150, Fax: 202-312-5320
Chief Compliance Officer
LISA COSTELLO
CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER; MANAGING DIRECTOR
1730 PENNSYLVANIA AVENUE, NW
SUITE 525
WASHINGTON
DC
United States
Tel:
202-312-5342
Fax:
202-312-5341
L********@************M
(Full email address available in API data)
Regulatory Contact
AMY STREMMEL
CHIEF FINANCIAL OFFICER; TREASURER; DIRECTOR OF COMPLIANCE
1730 PENNSYLVANIA AVENUE, NW
SUITE 525
WASHINGTON
DC
United States
Tel:
202-312-5340
Fax:
202-312-5339
A***@************M
(Full email address available in API data)
Industry Affiliates
| HC EQUITY PARTNERS V, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| HCI MANAGEMENT III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| HCI MANAGEMENT IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| HCI MANAGEMENT V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HCI CO-INVESTORS III, L.P. | Private Equity Fund | $0.0M | $0.0M | 11 |
| HCI EQUITY PARTNERS III, L.P. | Private Equity Fund | $5.3M | $5.0M | 34 |
| HCI EQUITY PARTNERS IV, L.P. | Private Equity Fund | $538.5M | $5.0M | 34 |
| HCI EQUITY PARTNERS V, L.P. | Private Equity Fund | $602.5M | $5.0M | 39 |
| THAYER EQUITY INVESTORS V, L.P. | Private Equity Fund | $6.0M | $10.0M | 19 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCCORMICK, DOUGLAS, PAUL | Individual | – | MANAGING PARTNER | 11/2010 | 50-75% |
| DICKINSON, DANIEL, MCKENZIE | Individual | – | EXECUTIVE CHAIRMAN | 11/2010 | 50-75% |
| HCI EQUITY PARTNERS, L.L.C. | Domestic Entity | – | GENERAL PARTNER | 11/2010 | < 5% |
| COSTELLO, LISA | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER; MANAGING DIRECTOR | 11/2010 | < 5% |
| DICKINSON, DANIEL, MCKENZIE | Individual | HCI EQUITY PARTNERS, L.L.C. | EXECUTIVE CHAIRMAN | 11/2010 | |
| MCCORMICK, DOUGLAS, PAUL | Individual | HCI EQUITY PARTNERS, L.L.C. | MANAGING PARTNER | 11/2010 | |
| STREMMEL, AMY | Individual | – | CHIEF FINANCIAL OFFICER; TREASURER; DIRECTOR OF COMPLIANCE | 08/2022 | < 5% |