DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

H••••••• H••••••

H••••••• H•••••• MANAGEMENT, LP, CRD 331677

BOSTON, MA

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Search this name across graphsid dfx:ria:8799d912-2860-c23d-5972-8af754738c85

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 2
Observed: Jun 14, 2024 to Mar 31, 2026
6 observations

Across DFX

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

Private Equityidentity

H••••••• H••••••

Private equity manager · shared crd

Independent Sponsorsidentity

H••••••• H••••••

Capital provider to sponsors · 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: $278M••• Locked
Discretionary RAUM: $278M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H••••••• H•••••• F••• I• L•	Private Equity Fund	$225M	Nov 22, 2024	54	Nov 22, 2024	reported	021-522265

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••••• H•••••• M••••••••• G•• L••	GENERAL PARTNER	Na	yes	06/2024	Jul 25, 2024	Nov 22, 2024
P•••••• K•••••• R••• B••••	CO-FOUNDER	D	yes	06/2024	Jun 14, 2024	Nov 22, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	2	no
Raleigh	Nc	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$278M	$223M	24.7%	n/a	n/a	17	13	1	1

Relationships

Advises (1)

→ H••••••• H•••••• F••• I• L•Private fundPrivate Equity Fund, IA
Nov 22, 2024 to presentfactForm ADV

Controls (3)

← P•••••• K•••••• R••• B••••OwnerCO-FOUNDER, ownership code D, individual
Jun 14, 2024 to Nov 22, 2024factForm ADV
← V•• A••••••••• L••••••••• P••••••OwnerCO-FOUNDER, ownership code D, individual
Jun 14, 2024 to Nov 22, 2024factForm ADV
← H••••••• H•••••• M••••••••• G•• L••Owner

Dated events

Occurred
Jun 14, 2024
First Form ADV filing
H••••••• H•••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8799d912-2860-c23d-5972-8af754738c85
First observed: Jun 14, 2024
Last observed: Mar 31, 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.