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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

H••••• W••••• L••

CRD 147427

DALLAS, TX

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Search this name across graphsid dfx:ria:89202a26-ecaf-9937-465a-6a6138eac04f

Data as of Feb 20, 2013 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Feb 20, 2013
2 observations

Across DFX

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

Real Estate Fundsidentity

H••••• W••••• 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: $160MItem 5.F on the latest filing (2013-02-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $160M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H••••• W•••• R••••••••• S••••••••• F•••• L•••	Real Estate Fund	$39.8M	Feb 20, 2013	26	Mar 30, 2012	reported	021-122032
B••••••••• I••••••••• L••	Real Estate Fund	$37.1M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••• F••••• R•••••••• T••••	LIMITED PARTNER	E	yes	08/2009	Mar 30, 2012	Feb 20, 2013
B•••• J• K•••	Trustee	F	yes	08/2009	Mar 30, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H••••• C•••••• M••••••••• L•	n/a	Former SEC adviser	$304M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$160M	$160M	n/a	n/a	n/a	12	$160M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$160M	n/a	n/a	n/a	n/a	5	n/a	n/a	n/a

Relationships

Affiliated with (1)

→ H••••• C•••••• M••••••••• L•Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (13)

→ H•• R••••• L•••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ H• P•••••• P••••••• I•• L•••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89202a26-ecaf-9937-465a-6a6138eac04f
First observed: Mar 30, 2012
Last observed: Feb 20, 2013 165 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.