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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

MH INVESTMENT MANAGEMENT INC

CRD 108961

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64a637ef-dd37-290d-b240-725cbedfeaa4

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 20, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $63.4MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $63.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-55917
CRD: 108961
Filings on the tape: 16
First filed: Mar 28, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, NJ

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLCOMBE, JEFF, MARK	VICE PRESIDENT	D	yes	10/1997	Mar 28, 2012	Mar 27, 2024
MERSON, HARVEY, NEIL	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	10/1997	Mar 28, 2012	Mar 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$63.4M	$63.4M	3	3	1	n/a	n/a
2024	Mar 25, 2025	$59.3M	$59.3M	3	3	1	n/a	n/a
2023	Mar 27, 2024	$55.0M	$55.0M	3	3	1	n/a	n/a
2022	Mar 28, 2023	$46.0M	$46.0M	3	3	1	n/a	n/a
2021	Mar 29, 2022	$47.6M	$47.6M	3	3	1	n/a	n/a
2020	Mar 24, 2021	$41.0M	$41.0M	3	3	1	n/a	n/a
2019	Mar 23, 2020	$34.7M	$34.7M	3	3	1	n/a	n/a
2018	Mar 18, 2019	$28.6M	$28.6M	3	3	1	n/a	n/a
2017	Mar 24, 2018	$31.3M	$31.3M	3	2	1	n/a	n/a
2016	Mar 19, 2017	$28.3M	$28.3M	2	2	n/a	n/a	n/a
2015	Mar 25, 2016	$25.2M	$25.2M	2	2	n/a	n/a	n/a
2014	Mar 20, 2015	$26.1M	$26.1M	2	2	n/a	n/a	n/a
2013	Mar 20, 2014	$25.0M	$25.0M	2	2	n/a	n/a	n/a
2012	Mar 23, 2013	$20.2M	$20.2M	2	2	n/a	n/a	n/a
2011	Mar 28, 2012	$18.7M	$18.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$63.4M	$59.3M	6.8%	$46.0M	11.3%	3	3	1	1

Relationships

Affiliated with (1)

← HARVEY MERSONRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← MERSON, HARVEY, NEILOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 28, 2012 to Mar 27, 2024factForm ADV
← HOLCOMBE, JEFF, MARKOwnerVICE PRESIDENT, ownership code D, individual
Mar 28, 2012 to Mar 27, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64a637ef-dd37-290d-b240-725cbedfeaa4
First observed: Mar 28, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MH INVESTMENT MANAGEMENT INC

CRD 108961

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64a637ef-dd37-290d-b240-725cbedfeaa4

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLCOMBE, JEFF, MARK

VICE PRESIDENT

yes

10/1997

Mar 28, 2012

Mar 27, 2024

MERSON, HARVEY, NEIL

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

10/1997

Mar 28, 2012

Mar 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$63.4M

n/a

2024

Mar 25, 2025

$59.3M

n/a

2023

Mar 27, 2024

$55.0M

n/a

2022

Mar 28, 2023

$46.0M

n/a

2021

Mar 29, 2022

$47.6M

n/a

2020

Mar 24, 2021

$41.0M

n/a

2019

Mar 23, 2020

$34.7M

n/a

2018

Mar 18, 2019

$28.6M

n/a

2017

Mar 24, 2018

$31.3M

n/a

2016

Mar 19, 2017

$28.3M

n/a

2015

Mar 25, 2016

$25.2M

n/a

2014

Mar 20, 2015

$26.1M

n/a

2013

Mar 20, 2014

$25.0M

n/a

2012

Mar 23, 2013

$20.2M

n/a

2011

Mar 28, 2012

$18.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$63.4M

$59.3M

6.8%

$46.0M

11.3%