SourcingSourcing

HM INTERNATIONAL L.L.C.

C28
CRD 321885·SEC 801-126227·AUSTIN, TX
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HM INTERNATIONAL L.L.C.
CRD
321885
SEC file #
801-126227
EIN
—
DBA names
—

Economics

AUM
$1.13B
AUM band
$1B+
AUM trajectory
'23'26
$623.7M → $1.13B▲ +82%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
3 advisors → 5 advisors▲ +67%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
hmintl.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PM OPERATING LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PM OPERATING LTD.
GHOBRIAL, MARK, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HMINTL.COM
Rdap Domain Creation Date
1998-08-07T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan10
Fidelity8
Charles Schwab4
Goldman Sachs4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-08-06T04:00:00Z
Rdap Domain Last Changed
2016-08-06T19:27:03Z
Rdap Nameservers
Ns89.worldnic.comNs90.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
GHOBRIAL, MARK, M
Executive Officer · 2.5%
5970794
HOJEL, RICHARD, C.
Executive Officer · 2.5%
7558326
RAINS, TAMARA
Executive Officer · 2.5%
7558330
SMALLING, ANNE, M.
Executive Officer · 2.5%
7558316