Investment adviser · CRD 162337

HLM MANAGEMENT CO., LLC

Investment adviser filing (IA)

WALTHAM, MA, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $411M
Client accounts: 7
Employees: 14
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	7	$411,438,382	100.0%

Filing source

Form ADV 2071176 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HLM STRATEGIC INVESTMENT FUND, L.P.Venture Capital Fund · Last reported Mar 26, 2026$200MGross asset value

Form D fundraising filings

HLM Strategic Investment Fund, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source

Fund ID: 805-7355794026
Reported beneficial owners: 19
Minimum commitment: $5M
Form D file number: 021-412611

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM VENTURE PARTNERS V, LPVenture Capital Fund · Last reported Mar 26, 2026$89.4MGross asset value

Form D fundraising filings

HLM VENTURE PARTNERS V, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source

Fund ID: 805-5605310910
Reported beneficial owners: 31
Minimum commitment: $125K
Form D file number: 021-339775

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM INVESTMENT PARTNERS VI, LPVenture Capital Fund · Last reported Mar 26, 2026$60.3MGross asset value

Form D fundraising filings

HLM Investment Partners VI, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source

Fund ID: 805-9326339372
Reported beneficial owners: 45
Minimum commitment: $1M
Form D file number: 021-555447

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM VENTURE PARTNERS IV, LPVenture Capital Fund · Last reported Mar 26, 2026$33.4MGross asset value

Form D fundraising filings

HLM Venture Partners IV, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source

Fund ID: 805-6886636135
Reported beneficial owners: 22
Minimum commitment: $100K
Form D file number: 021-231420

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM VENTURE PARTNERS III, LPVenture Capital Fund · Last reported Mar 26, 2026$13.5MGross asset value

Form D fundraising filings

HLM Venture Partners III, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source

Fund ID: 805-1388011035
Reported beneficial owners: 23
Minimum commitment: $100K
Form D file number: 021-133848

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM VM SPV, L.P.Venture Capital Fund · Last reported Mar 26, 2026$12.5MGross asset value

Form D fundraising filings

HLM VM SPV, L.P.

Auditor KPMG LLP BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-1839993072
Reported beneficial owners: 35
Minimum commitment: $25K
Form D file number: 021-520284

Form ADV 2071176 · Mar 26, 2026 · 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.

HLM CO-INVEST I, L.P.Venture Capital Fund · Last reported Mar 26, 2026$2.06MGross asset value

Form D fundraising filings

HLM Co-Invest I, L.P.

Auditor KPMG LLP BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-4090272095
Reported beneficial owners: 8
Minimum commitment: $100K
Form D file number: 021-568781

Form ADV 2071176 · Mar 26, 2026 · 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: Mar 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

800 SOUTH STREET, SUITE 200
WALTHAM, MA, 02453, United States

CRD 162337

Filing source

Form ADV 2071176 · Mar 26, 2026 · 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.