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Hci Management Iii, L.P. (Washington)


Hci Management Iii, L.P. is a large advisory firm based in Washington. It manages $239.74 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of District of Columbia, Illinois, and Minnesota.

Hci Management Iii provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hci Management Iii: assets under management

The assets under management (AUM) of Hci Management Iii, L.P. is $239.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $239.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.87 million each.
Hci Management Iii has custody of $239.74 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hci Management Iii, L.P. 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Daniel Mckenzie Dickinson Trustee 1 Jun 1994 Other 1747099
Daniel Mckenzie Dickinson Manager 1 Nov 2001 Other 1747099
Regina Broccolo Dickinson Manager 1 Nov 2001 Other 5092259
Daniel Dickinson 2001 Family Trust Member 1 Nov 2001 50% - 75% 30-6001020
Thomas Allan Korman Trustee 1 Nov 2001 Other 5092297
Daniel M. Dickinson Revocable Trust Member 1 Nov 2001 25% - 50% xxx-xx-xxxx

Based in Washington

The principal office where Hci Management Iii, L.P. performs its advisory services is located at 1730 Pennsylvania Ave, Nw, Washington, DC 20006, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-371-0150 or by fax 202-371-0391. The normal business hours are 8:30 a.m.-5:30 p.m. on Monday - Friday.


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