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H••••• C••••••• C•••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

H••••• C••••••• C•••••• M••••••••• L••

CRD 282602

NEW YORK, NY

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Search this name across graphsid dfx:ria:0c5cc968-1359-f9d0-7c61-1b4bcdab24bb

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 11
On other graphs: 3
Observed: Jun 30, 2020 to Apr 28, 2026
15 observations

Across DFX

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

Venture Capitalidentity

H••••• C••••••• C•••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

H••••• C••••••• C•••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

H••••• C••••••• C•••••• M••••••••• L••

Private equity manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $339MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $339M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H••••• C••••••• C•••••• I•• L•••	Private Equity Fund	$157M	Oct 22, 2024	25	Mar 30, 2020	reported	021-340653
H••••• C••••••• C••••••• L•••	Private Equity Fund	$155M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• C••••••• A•••••	MANAGING PARTNER	E	yes	12/2015	Jun 30, 2020	Oct 22, 2024
H••••••••• J•••• C•••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H••••• C••••••• A••••••••• A••••• L••	n/a	n/a	n/a	N	yes	n/a
H••••• C••••••• A••••••••• I•• L••	n/a	n/a	n/a	N	yes	n/a
H••••• C••••••• A••••••••• L••

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$339M	$361M	-6.2%	$383M	-4.0%	4	6	0	0

Relationships

Advises (5)

→ H••••• C••••••• C•••••• C••••••••• F••• I• L•••Private fundPrivate Equity Fund, IA
Oct 22, 2024 to presentfactForm ADV
→ H••••• C••••••• C••••••• L•••Private fundPrivate Equity Fund, IA
Feb 11, 2016 to presentfactForm ADV
→ H••••• C••••••• C•••••• A•••• F••• I• L•••Private fundPrivate Equity Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ H•• C••••••• Q•• 1•• L•••

Dated events

Occurred
Mar 27, 2024
Control person joined
Andrew Charles Boorady (Managing Partner) appeared on Schedule A of H••••• C••••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 26, 2024
Control person joined
Carl John Holzwarth (Chief Compliance Officer) appeared on Schedule A of H••••• C••••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 26, 2024
Control person left
Noyes David Powers (Chief Compliance Officer) no longer on Schedule A of H••••• C••••••• C•••••• M••••••••• L•• (listed 2023-05-24, absent 2024-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c5cc968-1359-f9d0-7c61-1b4bcdab24bb
First observed: Jun 30, 2020
Last observed: Apr 28, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds 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.