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Firms / H•••••• C•••••••• • C••• L••

H•••••• C•••••••• • C••• L••

Fund of funds · probableLower middle marketWest Conshohocken, PAh•••••••••.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 14 of 14 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 14 of 14 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Mar 29, 2024
RAUM
$19Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$153Mreported gross assets (Form ADV), not fund size
All private fund GAV
$221Mevery private fund type, latest filing
2024 PE fund GAV
$153Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
74%
Fund type mix
filed 2024-03-29, latest gav Hedge Fund $67.6M, Private Equity Fund $153M, latest counts Hedge Fund 3, Private Equity Fund 8, lifetime distinct Hedge Fund 5, Private Equity Fund 14
Employees
93
Headquarters
West Conshohocken, PA
Office address
300 BARR HARBOR DRIVE, FIFTH FLOOR, West Conshohocken, PA, 19428-2998
Business phone
610-828-7200
Stated criteria beside observed behaviour
no observed deals yet
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
We make the hard decisions, tell it like is, do the right thing and take personal accountability - even when it costs us.
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
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••• C•••••••• P•••••• E••••• O••••••• F••• V••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$28.7M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• O••••••• F••• V•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$28.5M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• O••••••• F••• V• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$27.6M
as of May 16, 2018
no Form DWound down
H••••• C•••••••• P•••••• E••••• O••••••• F••• V•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$26.6M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• V•• ••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$24.2M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• V• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$20.5M
as of May 16, 2018
no Form DWound down
H••••• C•••••••• P•••••• E••••• F••• V• ••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$15.2M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• V• ••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$11.3M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• V••• ••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$10.5M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• V•• ••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$8.3M
as of Mar 29, 2024
no Form DHarvest
H••••• C•••••••• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$5.4M
as of May 16, 2018
no Form DWound down
H••••• C•••••••• P•••••• E••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$2.2M
as of Oct 12, 2015
no Form DWound down
H••••• C•••••••• P•••••• E••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$2.2M
as of May 16, 2018
no Form DWound down
H••••• C•••••••• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$2.0M
as of Oct 12, 2015
no Form DWound down
Team
10 current, 11 former
Managing partner (1)
Platform (4)
11 former (kept with end dates)
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
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
1 most recent
  1. Mar 29, 2012
    H•••••• C•••••••• • C••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

H•••••• C•••••••• • C••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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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