HMS Capital Management is a fund manager in Nashville with $274.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
264487764
SEC advisor number
801-78569
FINRA CRD number
149764
AUM ?
$274.93 mm
(as of 20 Oct 22)
Accounts
347
(as of 20 Oct 22)
Employees
8
(6 investment advisory or research)
Address
HMS Capital Management
5130 ASHLAND CITY HWY
NASHVILLE
TN 37218
5130 ASHLAND CITY HWY
NASHVILLE
TN 37218
Office hours
Monday - Friday, 8:30 - 4:00
Phone
6158297200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stadler, George, Bullard | Member | 03/2009 | 25-50% |
Brisendine, Dana, Moore | Member; Chief Compliance Officer | 03/2009 | 25-50% |
Robinson, Angela, M | Member | 03/2009 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
HMS Investment Advisors | $274.93 mm | |
the 576 Growth Fund, LP | $9.33 mm | Hedge Fund |
the 576 Income Fund, LP | $12.79 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22