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A••••••• U••• P•••••• E••••• V•••• L•••: fund on the private equity graph | DFX Data Factory

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Private equityFundmatureprivate equity fund

A••••••• U••• P•••••• E••••• V•••• L•••

managed by H•••••••• P•••••• C•••••• M••••••••• L••

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Search this name across graphsid dfx:pe:d5e7bf30-f7d5-4277-87e9-4b508fb1e917

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

H•••••••• P•••••• E••••• V•••• L•

P•••••• fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: H•••••••• P•••••• C•••••• M••••••••• L••
Vintage: 2020 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $561Mas of 2024-03-28
Peak reported GAV: $561M
Reporting years: 5
ADV first reported: Mar 30, 2020
LPs disclosed: 0
Placement agents: 1

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Mar 28, 2024	P•••••• Equity Fund	$561M	104
2023	Oct 23, 2023	P•••••• Equity Fund	$531M	104
2022	Dec 5, 2022	P•••••• Equity Fund	$537M	104
2021	Oct 6, 2021	P•••••• Equity Fund

Relationships

Audits (1)

← Kpmg LLPFirm
factForm ADV

Manages (1)

← H•••••••• P•••••• C•••••• M••••••••• L••FirmP•••••• Equity Fund
Mar 30, 2020 to presentfactForm ADV

Placement agent of (1)

← Charles Schwab & Co., Inc.IntermediaryThird party
Jan 1, 2020 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 30, 2020
A••••••• U••• P•••••• E••••• V•••• L••• first reported on Form ADV by H•••••••• P•••••• C•••••• M••••••••• L•• (P•••••• Equity Fund), GAV $353,102,470

Provenance

Graph: Private Equity
Canonical id: dfx:pe:d5e7bf30-f7d5-4277-87e9-4b508fb1e917
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.