DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

H••• C•••••• M•••••••••

H••• C•••••• M••••••••• LLC, CRD 123174

SEATTLE, WA

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Search this name across graphsid dfx:ria:34f5752e-2916-fecf-2590-bd1c081627c5

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Mar 28, 2012 to Apr 21, 2026
21 observations

Across DFX

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

Real Estate Fundsidentity

H••• C•••••• M•••••••••

Real estate fund manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $401M••• Locked
Discretionary RAUM: $401M
Private client RAUM: $401Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $401Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••••• S•••••• M•••••••	n/a	SEATTLE, WA	23	26	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H•• B•••••••• L••	Real Estate Fund	$1.5M	Mar 24, 2021	18	Feb 24, 2015	dropped	021-195805

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••••• E•••••• S••••••	CCO, PRINCIPAL	E	yes	11/2002	Mar 28, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$401M	$203M	97.3%	$160M	35.9%	1	1	0	0

Relationships

Registered with (2)

← E••••• S•••••• M•••••••Advisorregistration: current employment
Nov 21, 2002 to presentfactForm ADV
← K•• K•••••Advisorregistration: previous registration
Sep 19, 2008 to Jul 1, 2011factForm ADV

Controls (1)

← M•••••••• E•••••• S••••••OwnerCCO, PRINCIPAL, ownership code E, individual
Mar 28, 2012 to Mar 26, 2024factForm ADV

Advises (1)

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$198M
Occurred
Feb 24, 2015
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34f5752e-2916-fecf-2590-bd1c081627c5
First observed: Mar 28, 2012
Last observed: Apr 21, 2026 5 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.