DFX Intelligence
Private Equity Intelligence
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Firms / H••• I••••••••• M••••••••• L••
H••• I••••••••• M••••••••• L••
H••• is a diversified, family-owned holding company that invests in operating businesses, real estate assets and infrastructure assets.
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 29 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 29 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 14, 2012 to Mar 27, 2024
- RAUM
- $140Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $139Mevery 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
- 3%
- Fund type mix
- filed 2024-03-27, latest gav Real Estate Fund $139M, latest counts Real Estate Fund 5, lifetime distinct Real Estate Fund 28, Private Equity Fund 1
- Employees
- 22
- Headquarters
- New York, NY
- Office address
- 1330 AVENUE OF THE AMERICAS, 28TH FLOOR, New York, NY, 10019
- Business phone
- 212-588-2073
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, infrastructure, real estate
- Geography
- Texas
- 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
- control
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••• D••• O••••••••• M••••• F•••• L• ADV: Real Estate Fund | Credit fund | 2016 first reported on Form ADV | $35.4M as of Jan 8, 2020 | no Form D | Unknown |
Team
25 current, 24 former
Managing partner (5)
- J•••• C••••••••• H••• · Non-Executive Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C••••••••• H••• · Chief Executive Officer / Member Board Of Managers · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• W•••••• H••• · Vice Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• B• C••••••• · President · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••• H••• · Controlling Shareholder | Chairman Emeritus of the Board · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- D••••• C•••••• S••••• · Executive Vice President / Member Of Board Of Managers · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•• M•••• A••••• · Executive Vice President / Member Of Board Of Managers · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• C••••••••• D••••• · Executive Vice President · since Dec 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 (15)
- A••••• B••••••••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• H••• · Internal Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• A•••• P••••• · Member Of Board Of Managers · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• E••••••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• B•••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• W••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• L••••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••••• H••• · Trustee · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• W•••••• H••• · Trustee · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D••••• H••• · Trustee · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D••••• H••• · Internal Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••••••• P•••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B•••• M•••••• · Member Of Board Of Managers · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• H••• E•••••• · Trustee · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• B•••••• · External Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- M•••••• S••••• H•••••• · Chief Compliance Officer · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• D•••• D••••••• · G•••ral Counsel · 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)
24 former (kept with end dates)
- D••••• C•••••• S••••• · Member Of Board Of Managers · Dec 1, 2016 to Jun 13, 2018 Inference
- D••••••• C•••••••• · Member Of Board Of Managers · Jul 1, 2014 to Mar 30, 2018 Inference
- D•••••• A••••• T••••••• · Member Of Board Of Managers · Dec 1, 2012 to Jun 25, 2015 Inference
- J••••• W•••••• H••• · Member Of Board Of Managers · Dec 1, 2012 to Jun 25, 2015 Inference
- M••• C••••••••• D••••• · Member Of Board Of Managers · Jun 1, 2015 to Mar 30, 2018 Inference
- P••• K••••• · Member Of Board Of Managers · Jul 1, 2014 to Sep 3, 2014 Inference
- P••• W• K••••• · Member Board Of Managers · Jul 1, 2014 to Mar 30, 2017 Inference
- R••• W•••••• L•••• · Member Of Board Of Managers · Dec 1, 2012 to Jun 25, 2015 Inference
- W•••••• F•••••• M••••• · Member Of Board Of Managers · Dec 1, 2012 to Mar 28, 2014 Inference
- G••• R••• S••••• · President · Mar 1, 2011 to Jan 23, 2013 Inference
- J•••• C••••••••• H••• · Executive Chairman Of Board Of Managers · May 1, 2017 to Jun 13, 2018 Inference
- T••••• D•••• D••• · President / Member Of Board Of Managers · May 1, 2017 to Mar 29, 2019 Inference
- W•••••• L• H••• · Shareholder · Mar 1, 2010 to Mar 30, 2021 Inference
- D•••• J•• F••••••• · Chief Operating Officer · Dec 1, 2012 to Apr 1, 2013 Inference
- D•••••• C•••••• W•••• · Chief Compliance Officer · Jan 1, 2010 to Apr 1, 2013 Inference
- G••• S••• W••••••• · Executive Vice President / Chief Operating Officer / Member Of Board Of Managers · May 1, 2013 to Jun 12, 2017 Inference
- K••• E••••• H••••••• · Executive Vice President / G•••ral Counsel / Secretary / Member Of Board Of Managers · May 1, 2013 to Jun 13, 2018 Inference
- M•••••• L•••• F•••••• · Chief Operating Officer · Jan 1, 2018 to Sep 2, 2020 Inference
- R••••• A••••• L•••• · Chief Accounting Officer · Dec 1, 2016 to Mar 29, 2019 Inference
- S••••• N•• d• B••• · Chief Financial Officer / Member Of Board Of Managers · May 1, 2013 to Mar 30, 2017 Inference
- W•••••• K••• · Chief Financial Officer · Dec 1, 2012 to Jun 19, 2013 Inference
- E••••• J••••• O•••••••• · Executive Vice President / Member Of Board Of Managers · Dec 1, 2012 to Aug 8, 2014 Inference
- J•••• P•••• F•••• · Executive Vice President / Member Of Board Of Managers · Jan 1, 2018 to Jan 8, 2020 Inference
- P••• J••••• D•••••• · Executive Vice President / Member Of Board Of Managers · Dec 1, 2012 to Aug 8, 2014 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- H••• F•••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2018
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
1 most recent
- Mar 14, 2012H••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
H••• I••••••••• M••••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA and Wealth1Private Credit1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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