0001850231-23-000004.txt : 20230215 0001850231-23-000004.hdr.sgml : 20230215 20230215141211 ACCESSION NUMBER: 0001850231-23-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HCM Institutional Equity CENTRAL INDEX KEY: 0001815724 IRS NUMBER: 851460042 STATE OF INCORPORATION: SD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-377792 FILM NUMBER: 23634922 BUSINESS ADDRESS: STREET 1: 101 SOUTH MAIN AVE STE 310 CITY: SIOUX FALLS STATE: SD ZIP: 57104 BUSINESS PHONE: 3039963781 MAIL ADDRESS: STREET 1: 93 CITY: LONE TREE STATE: CO ZIP: 80124 D/A 1 primary_doc.xml X0708 D/A LIVE 0001815724 HCM Institutional Equity 101 SOUTH MAIN AVE STE 310 SIOUX FALLS SD SOUTH DAKOTA 57104 3039963781 SOUTH DAKOTA None None Business Trust true 2020 Adam Ponder 9380 Station Street, Suite 450 Lone Tree CO COLORADO 80124 Executive Officer Executive Officer of the Trustee Nathan Crisenberry 9380 Station Street Suite 450 Lone Tree CO COLORADO 80124 Executive Officer Executive Officer of the Trustee Other Banking and Financial Services Decline to Disclose 06c 3C 3C.1 true 0001815724-20-000003 2020-10-02 true true false 1000000 5000000 1100000 3900000 false 2 0 true 0 true 0 true Alta Trust will be paid .15% as the trustee and the sponsor will be paid a 2% management fee. false HCM Institutional Equity Nathan Crisenberry Nathan Crisenberry COO 2023-02-15