Hellman Jordan Management Co Inc

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Assets, Funds, Holdings

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Hellman Jordan Management Co Inc
CRD #106099
SEC #801-14071
CIK #0000779519
AUM
Employees 7 (57% Investors, 0% Brokers)
Phone617-261-9800
AddressAttn Sue Lynch
Quincy, MA 02169
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1500120090060030002001200920172025
Sector Form 13F Holdings Value ($M)
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Holdings by Sector ($M)
60048036024012002011201520192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Hellman Jordan Private Investor Limited Partnership 2012-03-20 8.8
HF Lighthouse Management II Limited Partnership 2012-03-20 1.4
HF The Hellman Jordn Fund Limited Partnershi P 2012-03-20 69.1
HF The J Fund Limited Partnership 2012-03-20 22.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 12 33.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 37.7
(h) Charitable organizations 3 23.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 17 95.1
By Discretionary
Discretionary 17 95.1
Non-Discretionary 0 0.0
Total 17 95.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 95.1
Total 17 95.1
EDGAR Form CIK 2011 - 2025
13F-HR [0000779519]
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