DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / H•••••• E••••• P•••••••• L••
H•••••• E••••• P•••••••• L••
H•••••• provides a loan alternative called a home equity investment, allowing homeowners to tap their home equity without monthly payments
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2022-03-30
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 13, 2020 to Mar 30, 2022
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $114Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $114Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2022-03-30, latest gav Private Equity Fund $114M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Boston, MA
- Office address
- 800 BOLYSTON STREET, 16TH FLOOR, Boston, MA, 02199
- Business phone
- 617-399-0624
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- Invest in higher education and access money for tuition or student loan payments.
Observed from deals on record
- roles
- platform 3
- period
- to 2025-04-24, from 2025-02-19, undated holdings 0, dated observations 6
- window
- last 2025-04-24, first 2025-02-19
- control
- control 3
- companies
- 2
- geography
- investments
- 3
- seller kinds
- transactions
- 3
- cadence by year
- 2025 platforms 3
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
2 companies on the graph (3 transactions); 3 platforms and 0 add-ons; observed 2025 to 2025
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $98.8M as of Mar 30, 2022 | no Form D | Unknown | |
| H•••••• F••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.8M as of Mar 30, 2022 | no Form D | Unknown |
Team
6 current, 0 former
Managing partner (2)
- J•••••• G•••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• G•••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- A••••• M••••• · Shareholder · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• C•••••• A••••••• · Member · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (2)
- J•••••• G•••• · Trustee · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A••• B••• · Trustee · since Dec 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
3 relationships, 3 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| i•••• | Platform | active | Apr 24, 2025 transaction announcement | 1.4 years | J•••••• G•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| i•••• | Platform | active | Apr 24, 2025 transaction announcement | 1.4 years | J•••••• G•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| H•••••• H••• | Platform | active | Feb 19, 2025 transaction announcement | 1.6 years | J•••••• G•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 24, 2025 | Platform acquisition | i•••• | Sponsor (confirmed), Sponsor (confirmed) | xn--h-1hnaaaaa.com |
| Feb 19, 2025 | Platform acquisition | H•••••• H••• | Sponsor (confirmed) | xn--h-1hnaaaaa.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
27 most recent
- Sep 1, 2026Adviser CRD 301216 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jun 30, 2026H•••••• Expands H••• Equity Investment to Five States as Demand for Flexible Alternatives Grows June 30, 2026
- Jun 16, 2026H•••••• Makes H••• Equity Investments More Competitive with Traditional H••• Equity Financing June 16, 2026
- Feb 5, 2026H•••••• Appoints Jesse Silverman as G•••••• Counsel and Josh Berg as Chief Product Officer as It Enters Its Next Stage of Company Growth February 5, 2026
- Jan 29, 2026H•••••• Releases 2026 Outlook Report H••• Equity Investments: Scaling the Next Chapter Responsibly January 29, 2026
- Sep 8, 2025H•••••• Announces Closing of $300M Securitization of H••••••-originated H••• Equity Investments September 8, 2025
- Jul 30, 2025H•••••• Surpasses $2 Billion in H••• Equity Investments July 30, 2025
- Apr 24, 2025H•••••• Partners with i•••• to Integrate Enrich Financial Wellness Platform, Enhancing Support for H•••owners' Financial JourneyPlatform investmentFacti••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 24, 2025H•••••• Partners with i•••• to Integrate Enrich Financial Wellness Platform, Enhancing Support for H•••owners' Financial Journey April 24, 2025
- Feb 19, 2025H•••••• Partners with H•••••• H••• to Support Housing Stability in Greater Boston
- Feb 19, 2025H•••••• Partners with H•••••• H••• to Support Housing Stability in Greater Boston February 19, 2025
- Feb 13, 2025H•••••• Releases 2025 Outlook Report H••• Equity Investments: The Tipping Point for Alternative Financing February 13, 2025
- Oct 22, 2024H•••••• Appoints Finance Veteran Tom Egan as Chief Financial Officer, Accelerating Next Phase of Company Growth October 22, 2024
- Oct 7, 2024H•••••• Announces Closing of $278 Million Securitization of H••••••-originated H••• Equity Investments October 7, 2024
- Feb 13, 2024H•••••• Surpasses $1 Billion in H••• Equity Investments February 13, 2024
- Jun 30, 2023H•••••• Appoints Newman, Gaffney to Senior Roles with Eye Towards Capital Markets June 30, 2023
- Dec 1, 2022The Boston Globe Names H•••••• a Top Place to Work for 2022 December 1, 2022
- Jul 25, 2022H•••••• Appoints Fintech Industry Leader Eugene Wong as Chief Financial Officer July 25, 2022
- May 9, 2022H•••••• Expands H••• Equity Investment to H•••owners in Utah May 9, 2022
- May 2, 2022H•••••• Reaches Big Milestone, Triples H••• Equity Investments with Small Business Owners May 2, 2022
- Apr 12, 2022H•••••• Makes H••• Equity Investments Available to South Carolina H•••owners April 12, 2022
- Apr 12, 2022H•••••• Expands H••• Equity Investment Option to H•••owners in Nevada April 12, 2022
- Jan 25, 2022H•••••• Receives Commitments Totaling $245 Million for Its Third Institutional Asset Investment Fund January 25, 2022
- Jul 15, 2020H•••••• Now Making H••• Equity Investments in Twelve States July 15, 2020
- Feb 13, 2020H•••••• E••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
- May 30, 2019H•••••• now offers its home equity investment service in six states, reaching 20 percent of U.S homeowners May 30, 2019
- May 23, 2018H•••••• Closes $12 Million Series A Round to Launch H••• Equity Investment Platform May 23, 2018