DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

H•••• I••••••••• M••••••••• L••

CRD 161442

HOUSTON, TX

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Search this name across graphsid dfx:ria:1fabd473-f23c-7b81-c72b-63dc45a90c6f

Data as of Mar 31, 2015 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to Mar 31, 2015
6 observations

Across DFX

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

Real Estate Fundsidentity

H•••• I••••••••• M••••••••• L••

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5B••• Locked
Discretionary RAUM: $3.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H•••• U• C••• O••••• F••• L•	Real Estate Fund	$2.6B	Mar 31, 2015	23	Feb 14, 2012	reported	021-145266
H•••• E••••••• D••••••••• F•••• L•	Real Estate Fund	$862M	Mar 31, 2015

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• S••••• G••••••	CHIEF COMPLIANCE OFFICER	Na	yes	01/2012	Feb 14, 2012	Mar 31, 2015
H•••• E•• A••••••••• L•••••• P•••••••••	L•••••• PARTNER OF H•••• EDF GP L•••••• P•••••••••	E	yes	07/2002	Feb 14, 2012	Mar 31, 2015

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H•• A•••••• L•	n/a	FORMER_SEC_A••••••	$1.1B	N	yes	n/a
H•••• I•••••••• L•••••• P•••••••••	n/a	n/a	n/a	Y	no	n/a
H•••• I••••••••• R••• E••••• H••••••• L•••••• P•••••••••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 31, 2015

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$3.5B	$4.9B	-29.6%	n/a	n/a	15	20	n/a	n/a

Relationships

Affiliated with (1)

→ H•• A•••••• L•Registered adviserother investment adviser, common control
factForm ADV

Advises (3)

→ H•••• E••••••• D••••••••• F•••• L•Private fundReal Estate Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ H•••• U• C••• O••••• F••• L•Private fundReal Estate Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ H•••• E••••••• D••••••••• F••• I•• L•

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fabd473-f23c-7b81-c72b-63dc45a90c6f
First observed: Feb 14, 2012
Last observed: Mar 31, 2015 139 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.

Controls (18)

← H••••• J••••••• C••••••••OwnerL•••••• PARTNER, ownership code E, individual
Feb 14, 2012 to presentfactForm ADV
← D•••••• S••••• G••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← H••••• G•••••• D••••••OwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← S•••••••• C••••• P•••OwnerCHIEF EXECUTIVE OFFICE, ownership code NA, individual
Aug 7, 2012 to presentfactForm ADV
← H•••• E•• A••••••••• L•••••• P•••••••••OwnerL•••••• PARTNER OF H•••• EDF GP L•••••• P•••••••••, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• E•• E••••• A••••••••• L••OwnerL•••••• PARTNER, ownership code C, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• E•• I• M••••••••• L••OwnerGENERAL PARTNER OF H•••• EDF II GP L•••••• P•••••••••, ownership code NA, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• E•• I••••••••• A••••••••• L•••••• P•••••••••OwnerL•••••• PARTNER, ownership code C, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• E•• M••••••••• L••OwnerGENERAL PARTNER OF H•••• EDF GP L•••••• P•••••••••, ownership code NA, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• E•• P••••• A••••••••• L•••••• P•••••••••OwnerL•••••• PARTNER, ownership code D, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• H•••••••• I•••OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• I•••••••• L•••••• P•••••••••OwnerMEMBER OF H•••• I••••••••• M••••••••• LLC, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• I••••••••• R••• E••••• H••••••• L•••••• P•••••••••OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• I••••••••• H••••••• L•••••• P•••••••••OwnerL•••••• PARTNER, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← H•••• R••• E••••• H••••••• L•••••• P•••••••••OwnerNON-MANAGING MEMBER, ownership code C, domestic entity
Feb 14, 2012 to presentfactForm ADV
← J•• 2••• M••••••••• T••••OwnerSHAREHOLDER, ownership code C, domestic entity
Mar 31, 2015 to presentfactForm ADV
← J•• I••••••••• I•••OwnerMEMBER, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← T•• H•••• H•••••••• I••• 2••• M•••• T••••OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 31, 2015 to presentfactForm ADV