Investment adviser · CRD 282270
MHI FUNDS, LLC
Investment adviser filing (IA)
KINGSTON, NY, United States · Form ADV filed Mar 17, 2026
- Employees
- 34 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | Not reported |
Filing source
Form ADV 2073505 · Mar 17, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
45 PINE GROVE AVE, SUITE 301KINGSTON, NY, 12401, United States
CRD 282270
Filing source
Form ADV 2073505 · Mar 17, 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.