Hms Adviser LP is a large advisory firm based in Houston. It manages $1.15 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Hms Adviser provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hms Adviser LP is $1.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6030436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hms Adviser LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Hms Adviser is business development companies with 1 clients and $1.15 billion of assets under management. Among the 9 most similar advisory firms, Hms Adviser has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $1.15 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Hms Adviser doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hms Adviser LP performs its advisory services is located at 2800 Post Oak Boulevard, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-621-8000 or by fax 713-966-2075. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.