DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

HENLEY USA, LLC

CRD 298789

BOSTON, MA

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Search this name across graphsid dfx:ria:e7cbb892-6298-22c7-6de0-df0aa2d1369f

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 4
On other graphs: 1
Observed: Jan 4, 2019 to Mar 31, 2022
5 observations

Across DFX

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

Real Estate Fundsidentity

Henley USA, LLC

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: $50.2MItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50.2M
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: 10
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $50.2Mgross asset value as reported per fund; never fund size
SEC number: 801-114669
CRD: 298789
Filings on the tape: 5
First filed: Jan 4, 2019
Latest filed: Mar 31, 2022
Organised: Limited Liability Company, Delaware

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
HUSA T16 CC H, LP	Real Estate Fund	$58.6M	Oct 7, 2021	23	Jan 4, 2019	reported	021-323220
CCD GETTYSBURG ROCK CREEK HOLDINGS LP	Real Estate Fund	$52.1M	Mar 30, 2020	13	Jan 4, 2019	dropped	n/a
HUSA MR H, LP	Real Estate Fund	$45.7M	Jan 4, 2019	49	Jan 4, 2019	dropped	021-291706
HNA LH OD H, LP	Real Estate Fund	$44.9M	Mar 30, 2020	42	Mar 30, 2020	dropped	021-347648
HUSA T16 589 H, LP	Real Estate Fund	$36.5M	Oct 7, 2021	22	Mar 30, 2020	reported	021-345611
HUSA T16 EG H, LP	Real Estate Fund	$35.0M	Oct 7, 2021	15	Jan 4, 2019	reported	021-327735
HUSA MR H2, LP	Real Estate Fund	$30.4M	Jan 4, 2019	54	Jan 4, 2019	dropped	021-297506
HUSA 8283Q H, LP	Real Estate Fund	$29.4M	Oct 7, 2021	61	Jan 4, 2019	reported	021-300163
HUSA E84 H, LP	Real Estate Fund	$29.3M	Oct 7, 2021	37	Jan 4, 2019	reported	021-296649
HNA M CV H, LP	Real Estate Fund	$28.7M	Oct 7, 2021	22	Mar 30, 2020	reported	021-357654
HUSA T16 WW H, LP	Real Estate Fund	$28.3M	Mar 30, 2020	81	Jan 4, 2019	dropped	021-310173
HUSA LH VN H, LP	Real Estate Fund	$25.3M	Mar 30, 2020	30	Jan 4, 2019	dropped	021-320974
HNA M WHD H, LP	Real Estate Fund	$23.0M	Oct 7, 2021	49	Mar 30, 2020	reported	021-349998
HUSA LH JJ H, LP	Real Estate Fund	$16.9M	Mar 27, 2024	22	Jan 4, 2019	reported	021-311182
HUSA T16 HV H, LP	Real Estate Fund	$13.3M	Oct 7, 2021	34	Mar 30, 2020	reported	021-330936
HUSA T16 FHV H, LP	Real Estate Fund	$12.9M	Mar 30, 2020	26	Jan 4, 2019	dropped	021-316786
HNA HEW 2 JV, LP	Real Estate Fund	$11.6M	Mar 27, 2024	26	Mar 31, 2021	reported	021-359365
HCW FL 3 PACK LP	Real Estate Fund	$6.2M	Mar 27, 2024	21	Mar 27, 2024	reported	021-489285
HNA HEW 3 H, LP	Real Estate Fund	$5.5M	Mar 31, 2022	37	Mar 31, 2021	reported	021-363555
HUSA XW NC H, LP	Real Estate Fund	$3.4M	Mar 27, 2024	73	Mar 30, 2020	reported	021-346547

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
GJS HUSA, LLC	MANAGING MEMBER	C	yes	05/2016	Jan 4, 2019	Mar 31, 2022
HENLEY INVESTMENT MANAGEMENT INC.	Member	D	yes	06/2016	Jan 4, 2019	Mar 31, 2022
HENLEY INVESTMENT MANAGEMENT LIMITED	SOLE OWNER	E	yes	06/2016	Jan 4, 2019	Mar 31, 2022
Rickwood, Ian	Shareholder	D	yes	06/2016	Jan 4, 2019	Mar 31, 2022
SOLOMON, GARRETT, J	MANAGING MEMBER	E	yes	05/2016	Jan 4, 2019	Mar 31, 2022
SOLOMON, GARRETT, J	CHIEF COMPLIANCE OFFICER, PRESIDENT	Na	yes	03/2016	Jan 4, 2019	Mar 31, 2022

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
HENLEY EXPRESS WASH GP, LLC	n/a	n/a	n/a	N	yes	n/a
HENLEY LIFE HOUSE, LLC	n/a	n/a	n/a	N	yes	n/a
HEW 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
HEW 3 GP, LLC	n/a	n/a	n/a	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	Private funds	Fund GAV
2021	Mar 31, 2022	$50.2M	$50.2M	10	10	4	$50.2M
2020	Mar 31, 2021	$318M	$318M	8	8	12	$318M
2019	Mar 30, 2020	$515M	$515M	16	16	15	$435M

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
2021	$50.2M	$318M	-84.2%	n/a	n/a	10	8	0	0

Relationships

Advises (20)

→ HCW FL 3 PACK LPPrivate fundReal Estate Fund, ERA
Mar 27, 2024 to presentfactForm ADV
→ HNA HEW 2 JV, LPPrivate fundReal Estate Fund, ERA
Mar 31, 2021 to presentfactForm ADV
→ HUSA XW NC H, LPPrivate fundReal Estate Fund, ERA
Mar 30, 2020 to presentfactForm ADV
→ HUSA LH JJ H, LPPrivate fundReal Estate Fund, ERA
Jan 4, 2019 to presentfactForm ADV
→ HNA HEW 3 H, LPPrivate fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ HUSA T16 CC H, LPPrivate fundReal Estate Fund, IA
Jan 4, 2019 to presentfactForm ADV
→ HNA M CV H, LPPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ HUSA T16 EG H, LPPrivate fundReal Estate Fund, IA
Jan 4, 2019 to presentfactForm ADV
→ HNA M WHD H, LPPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ HUSA T16 589 H, LPPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ HUSA T16 HV H, LPPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ HUSA E84 H, LPPrivate fundReal Estate Fund, IA
Jan 4, 2019 to presentfactForm ADV
→ HUSA 8283Q H, LPPrivate fundReal Estate Fund, IA
Jan 4, 2019 to presentfactForm ADV
→ HUSA T16 WW H, LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Mar 30, 2020factForm ADV
→ HUSA LH VN H, LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Mar 30, 2020factForm ADV
→ HNA LH OD H, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2020 to Mar 30, 2020factForm ADV
→ HUSA T16 FHV H, LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Mar 30, 2020factForm ADV
→ CCD GETTYSBURG ROCK CREEK HOLDINGS LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Mar 30, 2020factForm ADV
→ HUSA MR H2, LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Jan 4, 2019factForm ADV
→ HUSA MR H, LPPrivate fundReal Estate Fund, IA, no longer reported
Jan 4, 2019 to Jan 4, 2019factForm ADV

Controls (5)

← SOLOMON, GARRETT, JOwnerMANAGING MEMBER, ownership code E, individual
Jan 4, 2019 to presentfactForm ADV
← Rickwood, IanOwnerSHAREHOLDER, ownership code D, individual
Jan 4, 2019 to presentfactForm ADV
← GJS HUSA, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Jan 4, 2019 to presentfactForm ADV
← HENLEY INVESTMENT MANAGEMENT INC.OwnerMEMBER, ownership code D, domestic entity
Jan 4, 2019 to presentfactForm ADV
← HENLEY INVESTMENT MANAGEMENT LIMITEDOwnerSOLE OWNER, ownership code E, foreign entity
Jan 4, 2019 to presentfactForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Henley Usa, Llc reported RAUM $50.2M, down 84% from $318.4M (2021-10-07 to 2022-03-31)
Form ADVobserved 4 days ago
$-268M
Occurred
Mar 31, 2021
Regulatory AUM changed
Henley Usa, Llc reported RAUM $318.4M, down 38% from $514.9M (2020-03-30 to 2021-03-31)
Form ADVobserved 4 days ago
$-196M
Occurred
Mar 30, 2020
Regulatory AUM changed
Henley Usa, Llc reported RAUM $514.9M, up 30% from $397.2M (2019-01-04 to 2020-03-30)
Form ADVobserved 4 days ago
$118M
Occurred
Jan 4, 2019
First Form ADV filing
Henley Usa, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7cbb892-6298-22c7-6de0-df0aa2d1369f
First observed: Jan 4, 2019
Last observed: Mar 31, 2022 54 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.

HENLEY USA, LLC

CRD 298789

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7cbb892-6298-22c7-6de0-df0aa2d1369f

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HUSA T16 CC H, LP

Real Estate Fund

$58.6M

Oct 7, 2021

Jan 4, 2019

reported

021-323220

CCD GETTYSBURG ROCK CREEK HOLDINGS LP

Real Estate Fund

$52.1M

Mar 30, 2020

Jan 4, 2019

dropped

n/a

HUSA MR H, LP

Real Estate Fund

$45.7M

Jan 4, 2019

dropped

021-291706

HNA LH OD H, LP

Real Estate Fund

$44.9M

Mar 30, 2020

dropped

021-347648

HUSA T16 589 H, LP

Real Estate Fund

$36.5M

Oct 7, 2021

Mar 30, 2020

reported

021-345611

HUSA T16 EG H, LP

Real Estate Fund

$35.0M

Oct 7, 2021

Jan 4, 2019

reported

021-327735

HUSA MR H2, LP

Real Estate Fund

$30.4M

Jan 4, 2019

dropped

021-297506

HUSA 8283Q H, LP

Real Estate Fund

$29.4M

Oct 7, 2021

Jan 4, 2019

reported

021-300163

HUSA E84 H, LP

Real Estate Fund

$29.3M

Oct 7, 2021

Jan 4, 2019

reported

021-296649

HNA M CV H, LP

Real Estate Fund

$28.7M

Oct 7, 2021

Mar 30, 2020

reported

021-357654

HUSA T16 WW H, LP

Real Estate Fund

$28.3M

Mar 30, 2020

Jan 4, 2019

dropped

021-310173

HUSA LH VN H, LP

Real Estate Fund

$25.3M

Mar 30, 2020

Jan 4, 2019

dropped

021-320974

HNA M WHD H, LP

Real Estate Fund

$23.0M

Oct 7, 2021

Mar 30, 2020

reported

021-349998

HUSA LH JJ H, LP

Real Estate Fund

$16.9M

Mar 27, 2024

Jan 4, 2019

reported

021-311182

HUSA T16 HV H, LP

Real Estate Fund

$13.3M

Oct 7, 2021

Mar 30, 2020

reported

021-330936

HUSA T16 FHV H, LP

Real Estate Fund

$12.9M

Mar 30, 2020

Jan 4, 2019

dropped

021-316786

HNA HEW 2 JV, LP

Real Estate Fund

$11.6M

Mar 27, 2024

Mar 31, 2021

reported

021-359365

HCW FL 3 PACK LP

Real Estate Fund

$6.2M

Mar 27, 2024

reported

021-489285

HNA HEW 3 H, LP

Real Estate Fund

$5.5M

Mar 31, 2022

Mar 31, 2021

reported

021-363555

HUSA XW NC H, LP

Real Estate Fund

$3.4M

Mar 27, 2024

Mar 30, 2020

reported

021-346547

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GJS HUSA, LLC

MANAGING MEMBER

yes

05/2016

Jan 4, 2019

Mar 31, 2022

HENLEY INVESTMENT MANAGEMENT INC.

Member

yes

06/2016

Jan 4, 2019

Mar 31, 2022

HENLEY INVESTMENT MANAGEMENT LIMITED

SOLE OWNER

yes

06/2016

Jan 4, 2019

Mar 31, 2022

Rickwood, Ian

Shareholder

yes

06/2016

Jan 4, 2019

Mar 31, 2022

SOLOMON, GARRETT, J

MANAGING MEMBER

yes

05/2016

Jan 4, 2019

Mar 31, 2022

SOLOMON, GARRETT, J

CHIEF COMPLIANCE OFFICER, PRESIDENT

yes

03/2016

Jan 4, 2019

Mar 31, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HENLEY EXPRESS WASH GP, LLC

n/a

yes

n/a

HENLEY LIFE HOUSE, LLC

n/a

yes

n/a

HEW 2 GP, LLC

n/a

yes

n/a

HEW 3 GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$50.2M

2020

Mar 31, 2021

$318M

2019

Mar 30, 2020

$515M

$435M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$50.2M

$318M

-84.2%

n/a