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H•• M••••••••• C•••••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYh••••••.com

••• Locked

Regulatory AUM
$420M
Form ADV
PE fund assets
$423M
Form ADV
PE funds
4
Form ADV
Investments held
0 of 2
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (30)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.42bn Private Equity Fund GAV on the Form ADV filed 2024-03-14
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 27, 2012 to Mar 14, 2024
RAUM
$420Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$423Mreported gross assets (Form ADV), not fund size
All private fund GAV
$423Mevery private fund type, latest filing
2024 PE fund GAV
$423Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-14, latest gav Private Equity Fund $423M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
7
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
healthcare
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
minority
Thesis
••• Locked
Observed from deals on record
roles
unknown 2
period
to unknown, from unknown, undated holdings 2, dated observations 0
window
last unknown, first unknown
control
unknown 2
companies
2
geography
investments
2
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
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 (0 transactions); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••• E••••••••• P••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$202M
as of Mar 14, 2024
no Form DUnknown
H••••• E••••••••• P••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$156M
as of Mar 14, 2024
no Form DSuccessor fundraising
H••••• E••••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$59.2M
as of Mar 14, 2024
no Form DHarvest
H••••• E••••••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$5.7M
as of Mar 14, 2024
no Form DUnknown
Team
30 current, 3 former
Operating partner (13)
3 former (kept with end dates)
Portfolio
2 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••• C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
2 relationships
Placement agents (2)
  • S••••• H••• L•• 1 shared · one time · last Jan 1, 2022
  • H•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2012
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
8 most recent
  1. Sep 17, 2026
    Wildflower H••••• Acquires Every Mother, Expanding Access to Core & Pelvic Floor Care Across Pregnancy, Postpartum and Midlife
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 17, 2026
    NOCD Announces Noto As New Parent Brand, Acquires Rebound H••••• for PTSD
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 8, 2026
    Pivot Point C••••••••• Appoints Terri LeFort as Chief Executive Officer to Lead Next Chapter of Growth and Innovation
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. May 5, 2026
    Alerion Advisors Appoints Jason Montrie as Chief Executive Officer, Accelerating Its Vision to Build the Leading Integrated Service and Technology Platform for H••••• Plans and Partners
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Mar 31, 2026
    H•• M••••••••• C•••••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Feb 17, 2026
    Pivot Point C••••••••• Emerges as a Unified H•••••care IT Powerhouse Following Its Acquisition by Innovative C••••••••• Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jan 12, 2026
    H••••• E••••••••• P••••••• Appoints H•••••care Industry Veteran R••••• L••• as Operating Partner
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Feb 27, 2012
    H•• M••••••••• C••••••••• first filed Form ADV in the extract (ERA)
    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•• M••••••••• C••••••••• 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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