HPM Partners LLC

HPM Partners LLC

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335 Madison Avenue 23rd Floor

New York, NY 10017

212-850-4260

hpmpartners.com

No. advisers: 100

AUM: $7,433,432,718

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Success stories: Northeast

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Silvercrest Asset Management Group 1330 Avenue Of The Americas, 38th Floor New York, NY 10019 (212) 649-0600 silvercrestgroup.com...

Largest fee-only RIAs

June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...

Lightyear Capital takes 50% stake in $9 billion HPM Partners

January 16, 2018 - Private-equity investor Lightyear Capital has taken a roughly 50% ownership stake in HPM Partners, a New York-based wealth management firm with more than $9 billion under management. The deal, announced Tuesday, shifted the ownership of HPM from Emigrant...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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