$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
93 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fifth Third Bank · UBS
- Clients
- Retail
- Platforms
- Beacon foundationBeacon north
- Established Date
- 01-06-2008
- Office Locations
- 1
Office Locations
-- Columbia SC
About H I Management Services Inc.
H I Management (Columbia, SC) is a real estate property management firm formed in 1995, providing onsite, vetted teams to operate multifamily, senior, student, affordable/market-rate, and select commercial properties. The firm focuses on revenue optimization, cost control, resident experience, and asset preservation to support property owners’ short- and long-term ROI.
Team overview
43 AVG AGE
$6.0M AVG AUM / ADVISOR
$64.8K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Pioneer Prime
Client Personas
Atlas
Custodian
Quantum value Wave momentum
Investment Themes
Element summit
Investment Vehicles
Ridge eagle
Services
Atlas delta
Technology
Peak beacon Peak
Owner & Executives
G
GARY JAMES HEADY JR.
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #5758723
- Ownership
- 75% or more
(207) 775-3987
vital.insight@zenithcapital.com
in linkedin.com/in/delta-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,026,194 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,026,194 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,026,194
Equity - Exchange:
15.0% Cash:
85.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $888,471,680 | 15.0% |
| Cash | $5,034,672,852 | 85.0% |
| Total | $5,923,144,532 | 100.0% |