Mhi Funds, LLC
● SEC registered since 2015CRD 282270SEC# 801-106993Kingston, NY
Reg. AUM
—
Employees
34
Accounts
—
Location
Kingston, NY
About Mhi Funds
MHI Funds is associated with Miller/Howard, a manager focused on sustainable income opportunities through dividends, ESG, and energy and infrastructure strategies. It offers high-yield equity research, ESG integration, and income-oriented portfolio solutions.
Summary based on the firm’s website.
Mhi Funds, LLC assets under management
Mhi Funds, LLC operates as an SEC-registered investment adviser based in Kingston, NY. The firm has been registered since 2015. It employs 34 people.
Mhi Funds, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Eugene Helhoski Control | Chief Financial Officer | Under 5% | 2018 |
| Charles Michael Atkins Control | Chief Compliance Officer | Under 5% | 2018 |
| Miller Howard Investments Inc Control | Managing Member | Over 75% | 2015 |
| Miller/Howard Investments, Inc. Employee Stock Ownership Trust Control | Trust | Over 75% | 2018 |
| Spinnaker Trust Control | Trustee | — | 2018 |
Frequently asked questions
How many employees does Mhi Funds, LLC have?
Mhi Funds, LLC reports 34 employees.
Where is Mhi Funds, LLC located?
Mhi Funds, LLC is based in Kingston, NY and has been SEC-registered since 2015.
Does Mhi Funds, LLC disclose fund performance?
Mhi Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 Pine Grove Ave, Suite 301, Kingston, NY 12401 |
| Phone | 845-679-9166 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1727710 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 16%
More than 84% of 16,799 advisers