AUMdb

Hlm Management Co., Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 162337 · SEC file 801-122521 · Waltham, MA · www.hlminvestmentpartners.com
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$411M
Discretionary
$411M
Clients
7
Avg AUM / client
$58.8M
Accounts
7
Employees
14

AUM over time

$405M $507M
Sep 20, 2021 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 7 $411M 100.0%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $437M combined gross assets

FundTypeDomicileGross assetsOwners
Hlm Strategic Investment Fund, L.P. Venture Capital Fund Delaware $268M 19
Hlm Venture Partners V, Lp Venture Capital Fund Delaware $88.4M 31
Hlm Venture Partners Iv, Lp Venture Capital Fund Delaware $51.1M 22
Hlm Venture Partners Iii, Lp Venture Capital Fund Delaware $29.6M 23

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Cahill, Edward, Louis Managing Member Sep 2005 (21y) 50% – 75%
Grua, Peter, J. Managing Member Sep 2005 (21y) 50% – 75%
Wong, Michael, Gin Wing Chief Compliance Officer Sep 2021 (5y) Less than 5%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (4, $437M gross assets)

FundTypeGross assetsMin. investmentOwners
Hlm Strategic Investment Fund, L.P. Venture Capital Fund $268M $0 19
Hlm Venture Partners V, Lp Venture Capital Fund $88.4M $125K 31
Hlm Venture Partners Iv, Lp Venture Capital Fund $51.1M $100K 22
Hlm Venture Partners Iii, Lp Venture Capital Fund $29.6M $100K 23

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 2.47 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗