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H••• S••••• R••••• C••••••• 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••• S••••• R••••• C••••••• L••

CRD 168416

BOSTON, MA

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Search this name across graphsid dfx:ria:f36d303b-3981-cd5c-9891-500bd557f84b

Data as of Mar 30, 2015 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 1
Observed: Mar 3, 2014 to Mar 30, 2015
2 observations

Across DFX

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

Real Estate Fundsidentity

H••• S••••• R••••• C••••••• 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: $205MItem 5.F on the latest filing (2015-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $205M
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••• S••••• R••• E••••• F••• I•• L••	Real Estate Fund	$176M	Mar 30, 2015	81	Mar 3, 2014	reported	n/a
H••• S••••• R••• E••••• F••• I• L••	Real Estate Fund

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
C•••••••• R•••••• L•	MEMBER, CIO	B	yes	12/2003	Mar 3, 2014	Mar 30, 2015
C••••• B•••••••• P•	Coo	Na	yes	05/2004	Mar 3, 2014

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••• S••••• E••••• A••••••• I•• L••	n/a	n/a	n/a	Y	no	n/a
H••• S••••• E••••• A••••••• L••	n/a	n/a	n/a	Y	no	n/a
H••• S••••• R••• E••••• F••• I•• G•• L••

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
2014	Mar 30, 2015	$205M	$205M	17	6	n/a	2	$205M

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
2014	$205M	n/a	n/a	n/a	n/a	17	n/a	n/a	n/a

Relationships

Advises (2)

→ H••• S••••• R••• E••••• F••• I• L••Private fundReal Estate Fund, IA
Mar 3, 2014 to presentfactForm ADV
→ H••• S••••• R••• E••••• F••• I•• L••Private fundReal Estate Fund, IA
Mar 3, 2014 to presentfactForm ADV

Controls (6)

← Z••••••••• A•••••• M•••OwnerMEMBER, MANAGING DIRECTOR, ownership code NA, individual
Mar 3, 2014 to presentfactForm ADV
← C•••••••• D•••••• C•

Dated events

Occurred
Mar 3, 2014
First Form ADV filing
H••• S••••• R••••• C••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f36d303b-3981-cd5c-9891-500bd557f84b
First observed: Mar 3, 2014
Last observed: Mar 30, 2015 139 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.