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H••••••• I•• S•• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)

H••••••• I•• S•• L•

advised by H••••••• WEALTH MANAGEMENT, INC.

Delaware, United States

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Search this name across graphsid dfx:ria:672b06f3-5165-0941-6eb6-e6392880fd41

Data as of Jul 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2024 to Jul 8, 2024
3 observations

Across DFX

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

Private Equityidentity

H••••••• I•• S•• L•

Private equity fund · shared adv fund id

Facts

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

Adviser: H••••••• WEALTH MANAGEMENT, INC.CRD 316956
Fund type: Private Equity Fund
Latest reported GAV: $6.6Mgross asset value on Schedule D 7.B(1), as of 2024-07-08; never fund size
Peak reported GAV: $6.6M
Beneficial owners: 13
Minimum investment: $250,000
Owned by the adviser: 6500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 8, 2024	$6.6M	13

Relationships

Advises (1)

← H••••••• WEALTH MANAGEMENT, INC.Registered adviserPrivate Equity Fund, IA
Mar 22, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:672b06f3-5165-0941-6eb6-e6392880fd41
First observed: Mar 22, 2024
Last observed: Jul 8, 2024 26 months 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.