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

Asset Breakdown

Staff
Employees 100
Clients
High-net-worth individuals 51-75%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $5,896,714,552 1,326 $4,446,994
Non-discretionary 1536718166 113 $13,599,276
Total $7,433,432,718 1,439 $5,165,693

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April 2, 2019 - New York-based wealth manager Cerity Partners is taking a big step into the retirement plan space with the acquisition of Blue Prairie Group, which oversees $11 billion in retirement plan assets. The combined company, which will operate as Cerity Partners,...

Success stories: Northeast

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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

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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