HM Capital Management LLC

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Assets, Funds, Holdings

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HM Capital Management LLC
CRD #136595
SEC #801-64761
CIK #0001367786
AUM
Employees 8 (88% Investors, 0% Brokers)
Phone314-746-1700
Address8235 Forsyth Blvd
Clayton, MO 63105
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
6.04.83.62.41.20.02004201020172024
Sector Form 13F Holdings Value ($M)
Automatic Data Processing Inc 7.3
Microsoft Corp 7.1
Johnson & Johnson 5.2
UnitedHealth Group Inc 3.6
Wal Mart Stores Inc 3.1
Amazon Com Inc 3.0
Apple Inc 3.0
Coca Cola Co 2.2
Duke Energy Corp 1.7
PepsiCo Inc 1.6
View All
Holdings by Sector ($M)
3002401801206002012201520192023
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 34 0.0
(b) Individuals (high net worth individuals) 64 0.2
(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 1 0.1
(g) Pension and profit sharing plans 34 3.3
(h) Charitable organizations 0 0.0
(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 559 3.7
By Discretionary
Discretionary 522 0.6
Non-Discretionary 37 3.1
Total 559 3.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.7
Total 559 3.7
Limited Partners2011 - 2025
Massachusetts Pension Reserves Investment Management
New York State and Local Retirement System
EDGAR Form CIK 2011 - 2025
13F-HR [0001367786]
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