Investment adviser · CRD 161328
DM HESS INVESTMENTS, INC.
Investment adviser filing (IA)
· Form ADV filed Jan 15, 2016
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
777 EQUITY PARTNERS, L.P.Other Private Fund · Last reported Jan 15, 2016$4.3MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1286457688
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 967073 · Jan 15, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HORIZON INVESTMENT, L.P.Other Private Fund · Last reported Jan 15, 2016$4.2MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4236362346
- Reported beneficial owners
- 13
- Minimum commitment
- $100K
Form ADV 967073 · Jan 15, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JASI ASSOCIATES, L.P.Other Private Fund · Last reported Jan 15, 2016$1.6MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7368870187
- Reported beneficial owners
- 5
- Minimum commitment
- $100K
Form ADV 967073 · Jan 15, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ARB INVESTMENT PARTNERS, L.P.Other Private Fund · Last reported Jan 15, 2016$1.5MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6348378118
- Reported beneficial owners
- 5
- Minimum commitment
- $100K
Form ADV 967073 · Jan 15, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jan 15, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
CRD 161328
Filing source
Form ADV 967073 · Jan 15, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.