Mhi Funds, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Atkins, Charles, Michael | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Helhoski, Brian | Chief Financial Officer | Dec 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miller Howard Investments Inc | Managing Member | Nov 2015 | A | 75% or more |
| Miller/Howard Investments, Inc. Employee Stock Ownership Trust | Trust | Nov 2018 | B | ≈ 56.25% – 100% via Miller Howard Investments Inc |
| Spinnaker Trust | Trustee | Nov 2018 | B | GP / trustee / elected manager of Miller Howard Investments Inc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Miller/Howard Investments, Inc. Employee Stock Ownership Trust: 75% – 100% of Miller Howard Investments Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 975 KB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗