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HCG FUND MANAGEMENT LP

RALEIGH, NC · CRD 281615 · IAPD ↗ · hcgfunds.com · 919-300-7702

$347.3MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — HCG FUND MANAGEMENT LP reported RAUM down 27% ($478.1M -> $347.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2026 — HCG FUND MANAGEMENT LP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2025 — HCG FUND MANAGEMENT LP reported RAUM down 33% ($709.8M -> $478.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2024 — HCG FUND MANAGEMENT LP reported RAUM down 32% ($1.04B -> $709.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.