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•• C•••••• M••••••••• I•• L••
H•• C•••••• M••••••••• I•• L••
Fund of funds · probableLower middle marketCincinnati, OHh•••••••••.comSEC registered investment adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 5 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.46bn Private Equity Fund GAV on the Form ADV filed 2024-03-22
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 5 of 5 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 8, 2016 to Mar 22, 2024
- RAUM
- $456Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $456Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $456Mevery private fund type, latest filing
- 2024 PE fund GAV
- $456Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-22, latest gav Private Equity Fund $456M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 4
- Headquarters
- Cincinnati, OH
- Office address
- 5905 E. GALBRAITH ROAD, SUITE 9000, Cincinnati, OH, 45236
- Business phone
- 513-745-9200
Stated criteria beside observed behaviour
29 observed deals
Stated by the firm
- Sectors
- business services, industrials, healthcare, technology, consumer
- 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
- control
- Thesis
- He is Founder and Co-Managing Partner of Hauser Private Equity (HPE) which invests in private equity funds and directly in private equity backed businesses.
Observed from deals on record
- roles
- unknown 29
- period
- to unknown, from unknown, undated holdings 29, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 29
- companies
- 29
- geography
- investments
- 29
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.034, value consumer services, examples CR Fitness (Crunch) Direct Investment, count 1, share 0.034, value business services, examples Creative
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.034, value fitness recreation, examples CR Fitness (Crunch) Direct Investment, count 1, share 0.034, value advertising marketing, examples Creative
29 companies on the graph (0 transactions); most in consumer services (1); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••• P•••••• E••••• C••• F••• I•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $140M as of Mar 22, 2024 | no Form D | Early deployment | |
| H•• I••••••••• 3••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $43.3M as of Mar 22, 2024 | no Form D | Active deployment | |
| H••••• P•••••• E••••• C••• F••• I••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $176M as of Mar 22, 2024 | no Form D | Mature | |
| H••••• P•••••• E••••• C••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | unknown | $88.1M as of Mar 22, 2024 | no Form D | Mature | |
| H••••• C•••••• P•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | unknown | $8.7M as of Mar 22, 2024 | no Form D | Harvest |
Team
13 current, 1 former
Managing partner (2)
- M••• J••• H••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• M•••••• S•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- M••• J••• H••••• · Partner/Member · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• M•••••• S•••••• · Partner/Member · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- H••••• L••• · Investor Development D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• R••••• C•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- C•••••• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- C•••• S•••• · Fund Accounting Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••••• W•••• · Contract, Part-Time, Cfo · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• R•••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• G••••• R•••• · Chief Compliance Officer · 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)
- R••• N•••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- J•• R••••• W•••• N•• · Chief Financial Officer · Sep 1, 2015 to Mar 31, 2021 Inference
Portfolio
29 relationships, 0 platforms, 0 add-ons
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
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
4 most recent
- Mar 3, 2026HPE Co-Invests in Merlin Cyber
- Jun 3, 2025HPE Co-Invests in C••••••• O•••••• A•••••••••
- Dec 3, 2024HPE Expands Portfolio with Semiconductor Investment
- Apr 8, 2016H•• C•••••• M••••••••• I•• L•• first filed Form ADV in the extract (ERA)
Across the graphs
H•• C•••••• M••••••••• I•• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA and Wealth1
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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