DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

H•••• C•••••• P••••••• L••

CRD 157060

DETROIT, MI

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Search this name across graphsid dfx:ria:45c37e80-7e94-81d9-3d18-6aa21e811025

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 19
On other graphs: 3
Observed: Feb 14, 2012 to Jun 16, 2026
21 observations

Across DFX

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

Private Equityidentity

H•••• C•••••• P••••••• L••

Private equity manager · key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

H•••• C•••••• P••••••• L••

Capital provider to sponsors · key crd, key sfn adviser, shared crd

Allocatorsidentity

H•••• C•••••• P••••••• L••

Manager with allocator commitments · key crd, key sfn adviser, 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: $1.0B••• Locked
Discretionary RAUM: $1.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•• H•••• F••• V• L•••	Private Equity Fund	$389M	Jun 16, 2026	56	Mar 31, 2017	reported	021-277347
T•• H•••• F••• I• L•••	Private Equity Fund	$269M	Jun 16, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• M••••••• R••••••	FOUNDING PARTNER	B	yes	10/1999	Mar 31, 2017	Apr 3, 2023
D••••••••• B••••• A••••	FOUNDING PARTNER	C	yes	02/1999	Feb 14, 2012	Apr 3, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H•••• C•••••• F••• G• V• L••	n/a	n/a	n/a	Y	yes	n/a
H•••• C•••••• F••• G• L••	n/a	n/a	n/a	Y	yes	n/a
H•••• C•••••• P••••••• G• I• L••	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$1.0B	n/a	n/a	$1.2B	-5.8%	16	n/a	0	n/a

Relationships

Advises (14)

→ T•• H•••• F••• V• E••••••••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ H•• S••••••• F••• P••••••• L•••Private fundPrivate Equity Fund, IA
Jun 16, 2026 to presentfactForm ADV
→ T•• H•••• F••• E••••• F••• E••••••••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ T•• H•••• F••• I• M••••••••• L•••

Dated events

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

Occurred
Jun 16, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-459M
Occurred
Jun 16, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Jun 16, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45c37e80-7e94-81d9-3d18-6aa21e811025
First observed: Feb 14, 2012
Last observed: Jun 16, 2026 3 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.