Hellman Jordan Management Co Inc

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Hellman Jordan Management Co Inc ✚
CRD #	106099
SEC #	801-14071
CIK #	0000779519
AUM
Employees	7 (57% Investors, 0% Brokers)
Fees
Minimum
Phone	617-261-9800
Address	Attn Sue Lynch Quincy, MA 02169
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	UnitedHealth Group Inc	2.5
	SPDR Gold Trust	2.4
	Alphabet Inc	2.3
	Palo Alto Networks Inc	2.2
	Chart Industries Inc	2.1
	EOG Resources Inc	1.9
	AECOM Technology Corp	1.7
	Baker Hughes A GE Co	1.7
	Diamondback Energy Inc	1.6
	Vertex Pharmaceuticals Inc / Ma	1.5
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	AUM
HF	Hellman Jordan Private Investor Limited Partnership	2012-03-20	8.8 M
HF	Lighthouse Management II Limited Partnership	2012-03-20	1.4 M
HF	The Hellman Jordn Fund Limited Partnershi P	2012-03-20	69.1 M
HF	The J Fund Limited Partnership	2012-03-20	22.5 M

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 - 2026
13F-HR	[0000779519]

Firm Profile (Form ADV)
Discretionary AUM	$0.5B
Serves	Institutional
Fund Types	Hedge Fund

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Hellman Jordan Management Co Inc

Assets, Funds, Holdings