RIA Intel›Advisers›Massachusetts›HELLMAN JORDAN MANAGEMENT CO INC

HELLMAN JORDAN MANAGEMENT CO INC

Advisory

N·QUINCY, MA

Data as of Feb 21, 2024 · Source: SEC Form ADV

Total AUM

$95M

1-Year AUM Growth

+5.5%

3-Year CAGR

-11.3%

Employees

4

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingFeb 1, 2001

Latest FilingFeb 21, 2024

🔒 Full AUM trend chart and 28 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HELLMAN JORDAN MANAGEMENT CO INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.