Hd Venture Capital, Inc. is a large advisory firm based in Boston. It manages $346.56 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.
Hd Venture Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Hd Venture Capital, Inc. is $346.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hd Venture Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Dale Halpern has been acting as President since 1 Feb 1991. Bruce David Revzin joined the executive team most recently as the Chief Financial Officer.
The principal office where Hd Venture Capital, Inc. performs its advisory services is located at 500 Boylston Street, Suite 1880, Boston, MA 02116, 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 617-536-6602 or by fax 617-536-8535. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.halperndenny.com.