Hd Venture Capital, Inc. (Boston)

Name: Hd Venture Capital, Inc.
Address: 500 Boylston Street, Suite 1880, Boston, MA, 02116
Telephone: 617-536-6602

Hd Venture Capital, Inc. is a large advisory firm based in Boston. It manages $346.56 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.

Hd Venture Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hd Venture Capital: assets under management

The assets under management (AUM) of Hd Venture Capital, Inc. is $346.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $346.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.86 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hd Venture Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hd Venture Capital, Inc.

John Dale Halpern has been acting as President since 1 Feb 1991. Bruce David Revzin joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Dale Halpern	President/director	1 Feb 1991	25% - 50%	4384838
George Denny Trust	Owner	1 Feb 1991	25% - 50%	94-6588346
George Parkman Iii Denny	Treasurer/director/vice president	1 Apr 1995	Other	4384842
Jr. William Joseph Lapoint	Director/vice president	1 Apr 1995	Other	4384843
David P Mahm	Secretary/director/vice president	1 Apr 1995	Other	2069304
Bruce David Revzin	Chief financial officer	1 Oct 2000	Other	2646002

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
George Parkman Iii Denny	Owner	1 Feb 1991	25% - 50%	4384842

Based in Boston

The principal office where Hd Venture Capital, Inc. performs its advisory services is located at 500 Boylston Street, Suite 1880, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-536-6602 or by fax 617-536-8535. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.halperndenny.com.