DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

HILDENE CAPITAL MANAGEMENT

HILDENE CAPITAL MANAGEMENT, LLC, CRD 160415

STAMFORD, CT

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:fb55a343-8371-1f08-0fd8-c9ca73d48893

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 69
Dated events: 9
On other graphs: 3
Observed: Feb 14, 2012 to Apr 27, 2026
44 observations

Across DFX

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

Private Equityidentity

Hildene Capital Management

Private equity manager · shared crd

Independent Sponsorsidentity

Hildene Capital Management

Capital provider to sponsors · shared crd

Private Creditidentity

HILDENE CAPITAL MANAGEMENT

Private credit 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=0.62 institutional_share=0.34 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $20BItem 5.F on the latest filing (2026-04-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20B
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: 33
Advisory employees: 18
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 88
Private funds: 74Schedule D 7.B(1)
Relying advisers: 5
SEC number: 801-73616
CRD: 160415
Filings on the tape: 44
First filed: Feb 14, 2012
Latest filed: Apr 27, 2026
Organised: Limited Liability Company, DE
Website: hildenecdo.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 58

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HILDENE OPPORTUNITIES MASTER FUND, LTD.	Hedge Fund	$1.6B	Nov 25, 2024	199	Feb 14, 2012	reported	021-117842
HILDENE OPPORTUNITIES MASTER FUND II, LTD.	Hedge Fund	$688M	Nov 25, 2024	76	Feb 14, 2012	reported	021-173125
TABERNA PREFERRED FUNDING II, LTD.	Securitized Asset Fund	$516M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
ALESCO PREFERRED FUNDING XV, LTD.	Securitized Asset Fund	$504M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
TRAPEZA CDO XIII, LTD.	Securitized Asset Fund	$482M	Nov 25, 2024	0	Dec 23, 2011	reported	n/a
ALESCO PREFERRED FUNDING XIV, LTD.	Securitized Asset Fund	$469M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
ALESCO PREFERRED FUNDING X, LTD.	Securitized Asset Fund	$468M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
TABERNA PREFERRED FUNDING IV, LTD.	Securitized Asset Fund	$391M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
TABERNA PREFERRED FUNDING V, LTD.	Securitized Asset Fund	$379M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
HILDENE TRUPS SECURITIZATION 4, LTD.	Securitized Asset Fund	$378M	Nov 25, 2024	2	Mar 31, 2022	reported	n/a
ALESCO PREFERRED FUNDING IX, LTD.	Securitized Asset Fund	$371M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
HILDENE TRUPS SECURITIZATION 2019-2, LTD	Securitized Asset Fund	$368M	Nov 25, 2024	2	Mar 13, 2019	reported	n/a
TABERNA PREFERRED FUNDING VI, LTD.	Securitized Asset Fund	$362M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
HILDENE TRUPS SECURITIZATION 2020-3, LTD	Securitized Asset Fund	$337M	Nov 25, 2024	2	Mar 13, 2019	reported	n/a
ALESCO PREFERRED FUNDING XII, LTD.	Securitized Asset Fund	$334M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
ALESCO PREFERRED FUNDING XI, LTD.	Securitized Asset Fund	$332M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
TRAPEZA CDO XII, LTD.	Securitized Asset Fund	$321M	Nov 25, 2024	0	Dec 23, 2011	reported	n/a
TABERNA PREFERRED FUNDING IX, LTD.	Securitized Asset Fund	$316M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
ALESCO PREFERRED FUNDING XVI, LTD.	Securitized Asset Fund	$305M	Nov 25, 2024	0	Mar 30, 2012	reported	n/a
HILDENE INSURANCE HOLDINGS, LLC	Hedge Fund	$304M	Nov 25, 2024	85	Nov 25, 2024	reported	021-2028960
TABERNA PREFERRED FUNDING I, LTD.	Securitized Asset Fund	$299M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
HILDENE TRUPS SECURITIZATION 5, LTD.	Securitized Asset Fund	$296M	Nov 25, 2024	2	Mar 28, 2024	reported	n/a
TABERNA PREFERRED FUNDING VIII, LTD.	Securitized Asset Fund	$283M	Nov 25, 2024	0	Mar 31, 2021	reported	n/a
HILDENE TRUPS SECURITIZATION 2018-1, LTD	Securitized Asset Fund	$282M	Nov 25, 2024	2	Mar 13, 2019	reported	n/a
TRAPEZA CDO X, LTD.	Securitized Asset Fund	$274M	Nov 25, 2024	0	Dec 23, 2011	reported	n/a

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
BRJ HOLDINGS III, LLC	CLASS A MEMBER	E	yes	12/2022	Mar 31, 2023	Nov 25, 2024
GREGORY, JUSTIN, G	PORTFOLIO MANAGER	Na	yes	01/2019	Mar 13, 2019	Nov 25, 2024
HARRIS, LISA, BETH	CHIEF COMPLIANCE OFFICER	Na	yes	06/2020	Jul 10, 2020	Nov 25, 2024
HILDENE HOLDING COMPANY, LLC	SOLE MEMBER	E	yes	12/2007	Feb 14, 2012	Nov 25, 2024
JEFFERSON, BRETT, RODMANN	PRESIDENT, CO-CHIEF INVESTMENT OFFICER AND MANAGER	Na	yes	01/2008	Feb 14, 2012	Nov 25, 2024
JEFFERSON, BRETT, RODMANN	CLASS A MEMBER AND MANAGER	C	yes	01/2008	Feb 14, 2012	Nov 25, 2024
MEHRA, DUSHYANT	CO-CHIEF INVESTMENT OFFICER	Na	yes	04/2018	Apr 27, 2018	Nov 25, 2024
NAM, JENNIFER, SAHNGME	CHIEF OPERATING OFFICER	Na	yes	06/2020	Jul 10, 2020	Nov 25, 2024
RESNICK, GREGORY, JAY	GENERAL COUNSEL	Na	yes	08/2020	Mar 31, 2021	Nov 25, 2024
SCANNELL, JOHN, WILLIAM	SENIOR ADVISOR	Na	yes	01/2008	Feb 14, 2012	Nov 25, 2024

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
BRYANT PARK CREDIT FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a
BRYANT PARK CREDIT FUND II GP, LLC	n/a	n/a	n/a	N	yes	n/a
BRYANT PARK CREDIT FUND III GP, LLC	n/a	n/a	n/a	N	yes	n/a
BRYANT PARK CREDIT FUND IV GP, LLC	n/a	n/a	n/a	N	yes	n/a
HILDENE ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
HILDENE PRIVATE CREDIT FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a
HILDENE TRAPEZA MANAGER, INC.	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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$20B	$20B	33	18	1	74	n/a
2024	Apr 10, 2025	$17B	$17B	31	16	0	62	n/a
2023	Mar 28, 2024	$14B	$14B	29	14	0	46	$13B
2022	Mar 31, 2023	$15B	$15B	32	15	0	41	$13B
2021	Mar 31, 2022	$13B	$13B	33	15	0	38	$13B
2020	Mar 31, 2021	$13B	$13B	30	13	0	40	$13B
2019	Mar 26, 2020	$9.8B	$9.8B	25	12	0	28	$9.8B
2018	Mar 13, 2019	$9.6B	$9.6B	24	11	1	25	$9.6B
2017	Mar 28, 2018	$5.6B	$5.6B	21	9	1	17	$5.5B
2016	Mar 6, 2017	$1.2B	$1.2B	19	8	n/a	4	$1.1B
2015	Feb 29, 2016	$1.2B	$1.2B	16	7	n/a	4	$1.1B
2014	Mar 12, 2015	$2.3B	$2.3B	15	6	n/a	4	$2.2B
2013	Mar 18, 2014	$1.8B	$1.8B	11	6	n/a	4	$1.6B
2012	Mar 26, 2013	$1.1B	$1.1B	17	13	n/a	4	$977M

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
2025	$20B	$17B	16.6%	$15B	11.3%	33	31	1	0

Relationships

Advises (58)

→ TABERNA PREFERRED FUNDING I, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XIII, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XVI, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ HILDENE PRIVATE CREDIT RATED FEEDER FUND I, LPPrivate fundHedge Fund, IA
Feb 27, 2024 to presentfactForm ADV
→ TRAPEZA CDO I, LLCPrivate fundSecuritized Asset Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ TABERNA PREFERRED FUNDING VIII, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING IX, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ TABERNA PREFERRED FUNDING IX, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ TABERNA PREFERRED FUNDING VII, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ HILDENE FINANCIALS SECURITIZATION 2020-1, LTD.Private fundSecuritized Asset Fund, IA
Mar 26, 2020 to presentfactForm ADV
→ HILDENE TRUPS SECURITIZATION 2018-1, LTDPrivate fundSecuritized Asset Fund, IA
Mar 13, 2019 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XI, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ HCM 2021-1, LLCPrivate fundHedge Fund, IA
May 21, 2021 to presentfactForm ADV
→ TABERNA PREFERRED FUNDING IV, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XII, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ TRAPEZA CDO X, LTD.Private fundSecuritized Asset Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XIV, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ TRAPEZA CDO III, LLCPrivate fundSecuritized Asset Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ HILDENE TRUPS SECURITIZATION 5, LTD.Private fundSecuritized Asset Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ TABERNA PREFERRED FUNDING II, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ HITR QUATTRO, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ HILDENE TRUPS SECURITIZATION 2019-2, LTDPrivate fundSecuritized Asset Fund, IA
Mar 13, 2019 to presentfactForm ADV
→ HILDENE COMMUNITY FUNDING CDO, LTD.Private fundSecuritized Asset Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ BRYANT PARK CREDIT FUND IV, LPPrivate fundHedge Fund, IA
Feb 27, 2024 to presentfactForm ADV
→ HILDENE TRUPS CO-INVEST FUND, LPPrivate fundHedge Fund, IA
Feb 27, 2023 to presentfactForm ADV
→ TRAPEZA CDO XI, LTD.Private fundSecuritized Asset Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ TRAPEZA CDO XIII, LTD.Private fundSecuritized Asset Fund, IA
Dec 23, 2011 to presentfactForm ADV
→ HILDENE PRIVATE CREDIT FUND I, LPPrivate fundHedge Fund, IA
Feb 27, 2023 to presentfactForm ADV
→ ALESCO PREFERRED FUNDING XVII, LTD.Private fundSecuritized Asset Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ HILDENE TRUPS RESECURITIZATION 2019-P10B, LLCPrivate fundSecuritized Asset Fund, IA
Mar 26, 2020 to presentfactForm ADV
and 28 more

Affiliated with (1)

← HILDENE LEVERAGED CREDITRegistered adviserother investment adviser, common control
factForm ADV

Controls (9)

← JEFFERSON, BRETT, RODMANNOwnerCLASS A MEMBER AND MANAGER, ownership code C, individual
Feb 14, 2012 to Nov 25, 2024factForm ADV
← GREGORY, JUSTIN, GOwnerPORTFOLIO MANAGER, ownership code NA, individual
Mar 13, 2019 to Nov 25, 2024factForm ADV
← SCANNELL, JOHN, WILLIAMOwnerSENIOR ADVISOR, ownership code NA, individual
Feb 14, 2012 to Nov 25, 2024factForm ADV
← MEHRA, DUSHYANTOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 27, 2018 to Nov 25, 2024factForm ADV
← HARRIS, LISA, BETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 10, 2020 to Nov 25, 2024factForm ADV
← RESNICK, GREGORY, JAYOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 31, 2021 to Nov 25, 2024factForm ADV
← NAM, JENNIFER, SAHNGMEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jul 10, 2020 to Nov 25, 2024factForm ADV
← BRJ HOLDINGS III, LLCOwnerCLASS A MEMBER, ownership code E, domestic entity
Mar 31, 2023 to Nov 25, 2024factForm ADV
← HILDENE HOLDING COMPANY, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Feb 14, 2012 to Nov 25, 2024factForm ADV

Dated events

Occurred
Mar 31, 2023
Control person left
Kevin Bravo-Ferrer (Head Of Strategic Opportunities) no longer on Schedule A of Hildene Capital Management (listed 2023-02-27, absent 2023-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Hildene Capital Management reported RAUM $13.2B, up 35% from $9.8B (2020-07-10 to 2021-03-31)
Form ADVobserved 6 days ago
$3.4B
Occurred
Mar 31, 2021
Control person joined
Jay Gregory Resnick (General Counsel) appeared on Schedule A of Hildene Capital Management
Form ADVobserved 6 days ago
Occurred
Jul 10, 2020
Control person left
Robrich David Hoffman (Chief Compliance Officer And General Counsel) no longer on Schedule A of Hildene Capital Management (listed 2020-04-06, absent 2020-07-10)
Form ADVobserved 6 days ago
Occurred
Jul 10, 2020
Control person joined
Beth Lisa Harris (Chief Compliance Officer) appeared on Schedule A of Hildene Capital Management
Form ADVobserved 6 days ago
Occurred
Jul 10, 2020
Control person joined
Sahngme Jennifer Nam (Co-Chief Operating Officer) appeared on Schedule A of Hildene Capital Management
Form ADVobserved 6 days ago
Occurred
Mar 13, 2019
Regulatory AUM changed
Hildene Capital Management reported RAUM $9.6B, up 72% from $5.6B (2019-01-08 to 2019-03-13)
Form ADVobserved 6 days ago
$4.0B
Occurred
Mar 13, 2019
Control person joined
Kevin Bravo-Ferrer (Head Of Strategic Operations) appeared on Schedule A of Hildene Capital Management
Form ADVobserved 6 days ago
Occurred
Mar 13, 2019
Control person joined
G Justin Gregory (Portfolio Manager) appeared on Schedule A of Hildene Capital Management
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb55a343-8371-1f08-0fd8-c9ca73d48893
First observed: Feb 14, 2012
Last observed: Apr 27, 2026 4 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.

HILDENE CAPITAL MANAGEMENT

HILDENE CAPITAL MANAGEMENT, LLC, CRD 160415

STAMFORD, CT

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:fb55a343-8371-1f08-0fd8-c9ca73d48893

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HILDENE OPPORTUNITIES MASTER FUND, LTD.

Hedge Fund

$1.6B

Nov 25, 2024

199

Feb 14, 2012

reported

021-117842

HILDENE OPPORTUNITIES MASTER FUND II, LTD.

Hedge Fund

$688M

Nov 25, 2024

Feb 14, 2012

reported

021-173125

TABERNA PREFERRED FUNDING II, LTD.

Securitized Asset Fund

$516M

Nov 25, 2024

Mar 31, 2021

reported

n/a

ALESCO PREFERRED FUNDING XV, LTD.

Securitized Asset Fund

$504M

Nov 25, 2024

Mar 30, 2012

reported

n/a

TRAPEZA CDO XIII, LTD.

Securitized Asset Fund

$482M

Nov 25, 2024

Dec 23, 2011

reported

n/a

ALESCO PREFERRED FUNDING XIV, LTD.

Securitized Asset Fund

$469M

Nov 25, 2024

Mar 30, 2012

reported

n/a

ALESCO PREFERRED FUNDING X, LTD.

Securitized Asset Fund

$468M

Nov 25, 2024

Mar 30, 2012

reported

n/a

TABERNA PREFERRED FUNDING IV, LTD.

Securitized Asset Fund

$391M

Nov 25, 2024

Mar 31, 2021

reported

n/a

TABERNA PREFERRED FUNDING V, LTD.

Securitized Asset Fund

$379M

Nov 25, 2024

Mar 31, 2021

reported

n/a

HILDENE TRUPS SECURITIZATION 4, LTD.

Securitized Asset Fund

$378M

Nov 25, 2024

Mar 31, 2022

reported

n/a

ALESCO PREFERRED FUNDING IX, LTD.

Securitized Asset Fund

$371M

Nov 25, 2024

Mar 30, 2012

reported

n/a

HILDENE TRUPS SECURITIZATION 2019-2, LTD

Securitized Asset Fund

$368M

Nov 25, 2024

Mar 13, 2019

reported

n/a

TABERNA PREFERRED FUNDING VI, LTD.

Securitized Asset Fund

$362M

Nov 25, 2024

Mar 31, 2021

reported

n/a

HILDENE TRUPS SECURITIZATION 2020-3, LTD

Securitized Asset Fund

$337M

Nov 25, 2024

Mar 13, 2019

reported

n/a

ALESCO PREFERRED FUNDING XII, LTD.

Securitized Asset Fund

$334M

Nov 25, 2024

Mar 30, 2012

reported

n/a

ALESCO PREFERRED FUNDING XI, LTD.

Securitized Asset Fund

$332M

Nov 25, 2024

Mar 30, 2012

reported

n/a

TRAPEZA CDO XII, LTD.

Securitized Asset Fund

$321M

Nov 25, 2024

Dec 23, 2011

reported

n/a

TABERNA PREFERRED FUNDING IX, LTD.

Securitized Asset Fund

$316M

Nov 25, 2024

Mar 31, 2021

reported

n/a

ALESCO PREFERRED FUNDING XVI, LTD.

Securitized Asset Fund

$305M

Nov 25, 2024

Mar 30, 2012

reported

n/a

HILDENE INSURANCE HOLDINGS, LLC

Hedge Fund

$304M

Nov 25, 2024

reported

021-2028960

TABERNA PREFERRED FUNDING I, LTD.

Securitized Asset Fund

$299M

Nov 25, 2024

Mar 31, 2021

reported

n/a

HILDENE TRUPS SECURITIZATION 5, LTD.

Securitized Asset Fund

$296M

Nov 25, 2024

Mar 28, 2024

reported

n/a

TABERNA PREFERRED FUNDING VIII, LTD.

Securitized Asset Fund

$283M

Nov 25, 2024

Mar 31, 2021

reported

n/a

HILDENE TRUPS SECURITIZATION 2018-1, LTD

Securitized Asset Fund

$282M

Nov 25, 2024

Mar 13, 2019

reported

n/a

TRAPEZA CDO X, LTD.

Securitized Asset Fund

$274M

Nov 25, 2024

Dec 23, 2011

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRJ HOLDINGS III, LLC

CLASS A MEMBER

yes

12/2022

Mar 31, 2023

Nov 25, 2024

GREGORY, JUSTIN, G

PORTFOLIO MANAGER

yes

01/2019

Mar 13, 2019

Nov 25, 2024

HARRIS, LISA, BETH

CHIEF COMPLIANCE OFFICER

yes

06/2020

Jul 10, 2020

Nov 25, 2024

HILDENE HOLDING COMPANY, LLC

SOLE MEMBER

yes

12/2007

Feb 14, 2012

Nov 25, 2024

JEFFERSON, BRETT, RODMANN

PRESIDENT, CO-CHIEF INVESTMENT OFFICER AND MANAGER

yes

01/2008

Feb 14, 2012

Nov 25, 2024

JEFFERSON, BRETT, RODMANN

CLASS A MEMBER AND MANAGER

yes

01/2008

Feb 14, 2012

Nov 25, 2024

MEHRA, DUSHYANT

CO-CHIEF INVESTMENT OFFICER

yes

04/2018

Apr 27, 2018

Nov 25, 2024

NAM, JENNIFER, SAHNGME

CHIEF OPERATING OFFICER

yes

06/2020

Jul 10, 2020

Nov 25, 2024

RESNICK, GREGORY, JAY

GENERAL COUNSEL

yes

08/2020

Mar 31, 2021

Nov 25, 2024

SCANNELL, JOHN, WILLIAM

SENIOR ADVISOR

yes

01/2008

Feb 14, 2012

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRYANT PARK CREDIT FUND I GP, LLC

n/a

yes

n/a

BRYANT PARK CREDIT FUND II GP, LLC

n/a

yes

n/a

BRYANT PARK CREDIT FUND III GP, LLC

n/a

yes

n/a

BRYANT PARK CREDIT FUND IV GP, LLC

n/a

yes

n/a

HILDENE ADVISORS, LLC

n/a

yes

n/a

HILDENE PRIVATE CREDIT FUND I GP, LLC

n/a

yes

n/a

HILDENE TRAPEZA MANAGER, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$20B

n/a

2024

Apr 10, 2025

$17B

n/a

2023

Mar 28, 2024

$14B

$13B

2022

Mar 31, 2023

$15B

$13B

2021

Mar 31, 2022

$13B

2020

Mar 31, 2021

$13B

2019

Mar 26, 2020

$9.8B

2018

Mar 13, 2019

$9.6B

2017

Mar 28, 2018

$5.6B

$5.5B

2016

Mar 6, 2017

$1.2B

n/a

$1.1B

2015

Feb 29, 2016

$1.2B

n/a

$1.1B

2014

Mar 12, 2015

$2.3B

n/a

$2.2B

2013

Mar 18, 2014

$1.8B

n/a

$1.6B

2012

Mar 26, 2013

$1.1B

n/a

$977M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$20B

$17B

16.6%

$15B

11.3%