Hellman Jordan Management Co Inc (Boston)

Name: Hellman Jordan Management Co Inc
Address: Attn: Sue Lynch, Boston, MA, 02110
Telephone: (617) 261-9800

Hellman Jordan Management Co Inc is a large advisory firm based in Boston. It manages $212.33 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.

Hellman Jordan Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hellman Jordan Management: assets under management

The assets under management (AUM) of Hellman Jordan Management Co Inc is $212.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $212.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.33 million each.

Hellman Jordan Management has custody of $23.98 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 22% of the firm’s portfolio. Investments in exchange traded securities form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hellman Jordan Management Co Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Gerald Reid Jordan serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Gerald Reid Jordan is pension and profit sharing plans with 2 clients and $92.72 million of assets under management. Among the 11 most similar advisory firms, Hellman Jordan Management has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $212.33 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hellman Jordan Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Hellman Jordan Management Co Inc

The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gerald Reid Jordan has been acting as President since 1 Feb 2005. Susan Lynch joined the executive team most recently as the Vice President/ Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Jordan	President	1 Aug 1978	Other	1526351
Gerald Reid Jordan	Executive vice president	1 Nov 1996	Other	2006476
Norton Herbert Reamer	Chairman	1 Nov 2000	Other	1484428
Martin Hale	Executive vice president	1 Nov 2000	Other	1526342
Inc. Jordan Capital Management	Owner	1 Nov 2000	75% - 100%	04-3536329
Nicholas Gleysteen	Senior vice president	1 Nov 2000	Other	1544055
Nicholas Gleysteen	Senior vice president	1 Aug 2004	Other	1544055
Gerald Reid Jordan	President	1 Feb 2005	Other	2006476
Gerald R. Jordan	Chairman	1 Feb 2005	Other	1526351
Inc. Jordan Capital Management	Owner	1 Dec 2008	75% - 100%	04-6934499
Susan Lynch	Vice president/ chief compliance officer	1 Dec 2011	Other	4346213

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jordan Capital Management Business Trust	Indirect owner	1 Dec 2000	75% - 100%	04-6934499

Based in Boston

The principal office where Hellman Jordan Management Co Inc performs its advisory services is located at Attn: Sue Lynch, Boston, MA 02110, 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) 261-9800 or by fax (617) 261-9801. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at hellmanjordan.com.