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SEC-registered adviser

H•••••• P•••••• E••••• L••

Wealth manager with institutional or fund businessLondon, CRD 330340SEC 801-133835websiteIAPD
Latest filing Sep 10, 2026
First filing on the tape Jan 19, 2026 · 2 filings
SEC status approved since Jan 20, 2026
RAUM
$53.5M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
25%
$13.5M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$53.5M as of Sep 10, 2026
Jan 19, 2026$52.9M then
HNW client RAUM$13.5M as of Sep 10, 2026
Jan 19, 2026$13.7M then
State-registered IARs (5.B.3)0 as of Sep 10, 2026
Jan 19, 20260 then
Employees (5.A)8 as of Sep 10, 2026
Jan 19, 20268 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$899,182derivedHNW RAUM over HNW clients
Average account
$2.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$34.2M64%
  • High-net-worth individuals$13.5M25%
  • Pooled investment vehicles$5.2M9.7%
  • Pension and profit-sharing plans$671,8391.3%
Individual clients
n/areported
HNW clients
15reported
Pension plan clients
1reported
Charitable clients
n/areported
Accounts
26reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.25 fund_share=0.1 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • A••••• J••••• D•••••• · Partnercontrol
        since 12/2022 · owns less than 5%
      • B••••• J•••••• J•••• · Partnercontrol
        since 12/2022 · owns less than 5%
      • G•••••• G•••••••• J••••• · Advisercontrol
        since 12/2022 · owns less than 5%
      • M••••• H•••• C••••••••• H•••••• · Managing Partnercontrol
        since 12/2022 · owns less than 5%
      • S•••• S••• A•••••• H•••••• · Chief Complianceofficercontrol
        since 12/2022 · owns less than 5%
      • S••••• T••••••• J•••• · Partnercontrol
        since 12/2022 · owns less than 5%
      Entity owners
      • H•••••• C•••••• M••••••••• · Shareholder
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Jan 19, 2026 to Sep 10, 2026
      • HQ state · to unset
        Jan 19, 2026 to Sep 10, 2026
      • Discretionary RAUM · $52.9M to $53.5M
        Jan 19, 2026 to Sep 10, 2026
      • HNW RAUM · $13.7M to $13.5M
        Jan 19, 2026 to Sep 10, 2026
      • Pension RAUM · $630,679 to $671,839
        Jan 19, 2026 to Sep 10, 2026
      • Pooled vehicle RAUM · $6.2M to $5.2M
        Jan 19, 2026 to Sep 10, 2026
      • RAUM · $52.9M to $53.5M
        Jan 19, 2026 to Sep 10, 2026
      • Succession · false to unset
        Jan 19, 2026 to Sep 10, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business phone
      207-640-3200reportedpublished by the firm, firm site, Sep 17, 2026
      Website
      h••••••••.c•.ukreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      00442076403200reportedpublic record, Form ADV, Sep 10, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026