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Hc Equity Partners Iv, L.L.C. (Washington)


Hc Equity Partners Iv, L.L.C. is a large advisory firm based in Washington. It manages $323.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of District of Columbia, Illinois, and Minnesota.

Hc Equity Partners Iv, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hc Equity Partners Iv, L.L.C: assets under management

The assets under management (AUM) of Hc Equity Partners Iv, L.L.C. is $323.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $323.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.6 million each.
Hc Equity Partners Iv, L.L.C has custody of $323.6 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hc Equity Partners Iv, L.L.C. 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.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Daniel Mckenzie Dickinson Trustee 1 Jun 1994 Other 1747099
Daniel Mckenzie Dickinson Manager 1 Nov 2001 Other 1747099
Regina Broccolo Dickinson Manager 1 Nov 2001 Other 5092259
Daniel M. Dickinson Revocable Trust Member 1 Nov 2001 25% - 50% xxx-xx-xxxx
Daniel Dickinson 2001 Family Trust Member 1 Nov 2001 50% - 75% 30-6001020
Thomas Allan Korman Trustee 1 Nov 2001 Other 5092297
Douglas Paul Mccormick Managing member 1 Nov 2010 Other 2760141
Daniel Mckenzie Dickinson Managing member 1 Nov 2010 Other 1747099
Scott Daryll Rued Managing member 1 Nov 2010 Other 4815137

Based in Washington

The principal office where Hc Equity Partners Iv, L.L.C. performs its advisory services is located at 1730 Pennsylvania Ave, Nw, Washington, DC 20006, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-371-0150 or by fax 202-371-0391. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.


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