Data / Investment advisers / North Carolina / HCG Fund Management LP
HCG Fund Management LP, Raleigh, NC: $347 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
HCG Fund Management LP is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $347 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 10 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 281615
- SEC file number
- 801-108162
- SEC status
- Approved, effective July 25, 2016
- Main office
- 555 Fayetteville Street Suite 300, Raleigh, NC 27601
- Phone
- (919) 300-7702
- Website
- hcgfunds.com
- Regulatory AUM
- $347,291,670 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $298,372,946
- Non discretionary AUM
- $48,918,724
- Accounts
- 15
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 10: 5 venture capital funds, 4 other private funds, 1 hedge fund
- Gross assets of private funds
- $347,291,671
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $347.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $347.3 million | March 27, 2026 |
| December 1, 2025 | $478.1 million | March 26, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sharpvue Capital, LLC | Raleigh | $465.2 million | 12 | adviserinfo.sec.gov |
| First Citizens Asset Management, Inc | Raleigh | $465.1 million | Not listed | adviserinfo.sec.gov |
| Pursuit Wealth Strategies, LLC | Raleigh | $457.5 million | Not listed | adviserinfo.sec.gov |
| Advisorstrust Partners LLC | Raleigh | $435.3 million | Not listed | adviserinfo.sec.gov |
| Armor Investment Advisors, LLC | Raleigh | $356 million | Not listed | adviserinfo.sec.gov |
| Lewis Financial Management, LLC | Raleigh | $338.7 million | Not listed | adviserinfo.sec.gov |
| Advisorengine Portfolio Solutions Inc. | Raleigh | $331.3 million | Not listed | adviserinfo.sec.gov |
| Lifeplan Group | Raleigh | $326 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- HCG Fund Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.