DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

H••••••• E••••• M••••••••• L••

CRD 293928

FORT WORTH, TX

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Search this name across graphsid dfx:ria:dc14bd5e-baab-9d00-a987-02d81d0ba8c7

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 9
On other graphs: 3
Observed: Jun 28, 2019 to Mar 23, 2026
11 observations

Across DFX

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

Venture Capitalidentity

H••••••• E••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

H••••••• E••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

H••••••• E••••• M••••••••• L••

Private equity manager · 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: $392M••• Locked
Discretionary RAUM: $392M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H••••••• E••••• P•••••••• L•	Private Equity Fund	$212M	Mar 23, 2026	28	Mar 22, 2018	reported	021-297097
H••••••• E••••• P••••••• I•• L•	Private Equity Fund	$179M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••••••• J•••• D•••	MEMBER/MANAGER	E	yes	10/2017	Jun 28, 2019	Feb 26, 2024
H••••••••• W••••••• R•••	MEMBER/MANAGER	B	yes	10/2017	Jun 28, 2019	Feb 26, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H••••••• E••••• P••••••• G• I•• L•	n/a	n/a	n/a	N	yes	n/a
H••••••• E••••• P••••••• G•• L•	n/a	n/a	n/a	N	yes	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	$392M	$1.2B	-67.5%	$1.9B	-40.5%	3	3	0	0

Relationships

Advises (2)

→ H••••••• E••••• P••••••• I•• L•Private fundPrivate Equity Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ H••••••• E••••• P•••••••• L•Private fundPrivate Equity Fund, IA
Mar 22, 2018 to presentfactForm ADV

Controls (3)

← H••••••••• J•••• D•••OwnerMEMBER/MANAGER, ownership code E, individual
Jun 28, 2019 to Feb 26, 2024factForm ADV
← S•••••• D•••••• M••••

Dated events

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

Occurred
Mar 23, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-813M
Occurred
Mar 23, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-770M
Occurred
Mar 23, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$-346M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc14bd5e-baab-9d00-a987-02d81d0ba8c7
First observed: Jun 28, 2019
Last observed: Mar 23, 2026 6 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.